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TAX DEFERRED ANNUITY PLAN OF RIVERDALE MENTAL HEALTH ASSOCIATION 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF RIVERDALE MENTAL HEALTH ASSOCIATION
Plan identification number 001

TAX DEFERRED ANNUITY PLAN OF RIVERDALE MENTAL HEALTH ASSOCIATION Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

RIVERDALE MENTAL HEALTH ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name:RIVERDALE MENTAL HEALTH ASSOCIATION
Employer identification number (EIN):131930700
NAIC Classification:621420
NAIC Description:Outpatient Mental Health and Substance Abuse Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF RIVERDALE MENTAL HEALTH ASSOCIATION

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01VU TRAN2024-05-16
0012022-01-01VU TRAN2023-07-14
0012021-01-01VU TRAN2022-05-06
0012020-01-01VU TRAN2021-06-07
0012018-01-01VU TRAN2019-07-31
0012017-01-01LINDA SAUNDERS2018-07-27
0012016-01-01DONNA FRIEDMN2017-07-24
0012015-01-01ROBERT BREWSTER2016-07-06
0012014-01-01ROBERT BREWSTER2015-05-15
0012013-01-01ROBERT BREWSTER2014-07-14
0012012-01-01ROBERT BREWSTER2013-06-20
0012011-01-01ROBERT BREWSTER2012-07-24
0012010-01-01ROBERT BREWSTER
0012009-01-01ROBERT BREWSTER

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF RIVERDALE MENTAL HEALTH ASSOCIATION

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF RIVERDALE MENTAL HEALTH ASSOCIATION

Measure Date Value
2025: TAX DEFERRED ANNUITY PLAN OF RIVERDALE MENTAL HEALTH ASSOCIATION 2025 401k membership
Total number of particpants at beginning of year2025-05-0162
Total number of particpants at end of year2025-05-0164
Number of Participants With Account Balances2025-05-0122
2024: TAX DEFERRED ANNUITY PLAN OF RIVERDALE MENTAL HEALTH ASSOCIATION 2024 401k membership
Total number of particpants at beginning of year2024-05-1662
Total number of particpants at end of year2024-05-1662
Number of Participants With Account Balances2024-05-1620
2022: TAX DEFERRED ANNUITY PLAN OF RIVERDALE MENTAL HEALTH ASSOCIATION 2022 401k membership
Total number of particpants at beginning of year2022-05-0661
Total number of particpants at end of year2022-05-0661
Number of Participants With Account Balances2022-05-0619
2010: TAX DEFERRED ANNUITY PLAN OF RIVERDALE MENTAL HEALTH ASSOCIATION 2010 401k membership
Total participants, beginning-of-year2010-01-0146
Total number of active participants reported on line 7a of the Form 55002010-01-0123
Number of other retired or separated participants entitled to future benefits2010-01-0122
Total of all active and inactive participants2010-01-0145
Total participants2010-01-0145
Number of participants with account balances2010-01-0145
2009: TAX DEFERRED ANNUITY PLAN OF RIVERDALE MENTAL HEALTH ASSOCIATION 2009 401k membership
Total participants, beginning-of-year2009-01-0148
Total number of active participants reported on line 7a of the Form 55002009-01-0129
Number of other retired or separated participants entitled to future benefits2009-01-0117
Total of all active and inactive participants2009-01-0146
Total participants2009-01-0146
Number of participants with account balances2009-01-0146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on TAX DEFERRED ANNUITY PLAN OF RIVERDALE MENTAL HEALTH ASSOCIATION

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF RIVERDALE MENTAL HEALTH ASSOCIATION 2025 401k financial data
Total expenses incurred by plan in this plan year2025-05-01212877
Net assets as of the end of the plan year2025-05-011321536
Total assets as of the beginning of the plan year2025-05-011262467
Value of plan covered by a fidelity bond2025-05-01130000
Participant contributions to plan in this plan year2025-05-0195864
Value of participant loans at end of plan year2025-05-0119166
Other contributions to plan in this plan year2025-05-01603
Other income to plan in this plan year2025-05-01160929
Plan net income in this plan year2025-05-0159069
Net assets as of the end of the plan year2025-05-011321536
Net assets as of the beginning of the plan year2025-05-011262467
Employer contributions to plan in this plan year2025-05-0114550
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-018056
2024 : TAX DEFERRED ANNUITY PLAN OF RIVERDALE MENTAL HEALTH ASSOCIATION 2024 401k financial data
Total expenses incurred by plan in this plan year2024-05-168704
Net assets as of the end of the plan year2024-05-161262467
Total assets as of the beginning of the plan year2024-05-16975775
Value of plan covered by a fidelity bond2024-05-16110000
Participant contributions to plan in this plan year2024-05-1694431
Value of participant loans at end of plan year2024-05-1666655
Other income to plan in this plan year2024-05-16185653
Plan net income in this plan year2024-05-16286692
Net assets as of the end of the plan year2024-05-161262467
Net assets as of the beginning of the plan year2024-05-16975775
Employer contributions to plan in this plan year2024-05-1615312
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-166580
2022 : TAX DEFERRED ANNUITY PLAN OF RIVERDALE MENTAL HEALTH ASSOCIATION 2022 401k financial data
Total expenses incurred by plan in this plan year2022-05-0673696
Net assets as of the end of the plan year2022-05-061065057
Total assets as of the beginning of the plan year2022-05-06900870
Value of plan covered by a fidelity bond2022-05-06110000
Participant contributions to plan in this plan year2022-05-0683407
Value of participant loans at end of plan year2022-05-06823
Other income to plan in this plan year2022-05-06141369
Plan net income in this plan year2022-05-06164187
Net assets as of the end of the plan year2022-05-061065057
Net assets as of the beginning of the plan year2022-05-06900870
Employer contributions to plan in this plan year2022-05-0613107
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-066261
2010 : TAX DEFERRED ANNUITY PLAN OF RIVERDALE MENTAL HEALTH ASSOCIATION 2010 401k financial data
Total plan liabilities at end of year2010-12-31$3,947,317
Total plan liabilities at beginning of year2010-12-31$1,951,411
Total income from all sources2010-12-31$2,009,523
Expenses. Total of all expenses incurred2010-12-31$13,617
Benefits paid (including direct rollovers)2010-12-31$13,000
Total plan assets at end of year2010-12-31$3,947,317
Total plan assets at beginning of year2010-12-31$1,951,411
Value of fidelity bond covering the plan2010-12-31$250,000
Total contributions received or receivable from participants2010-12-31$236,244
Expenses. Other expenses not covered elsewhere2010-12-31$617
Contributions received from other sources (not participants or employers)2010-12-31$1,556,386
Other income received2010-12-31$216,893
Net income (gross income less expenses)2010-12-31$1,995,906
Net plan assets at end of year (total assets less liabilities)2010-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$0

Form 5500 Responses for TAX DEFERRED ANNUITY PLAN OF RIVERDALE MENTAL HEALTH ASSOCIATION

2010: TAX DEFERRED ANNUITY PLAN OF RIVERDALE MENTAL HEALTH ASSOCIATION 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: TAX DEFERRED ANNUITY PLAN OF RIVERDALE MENTAL HEALTH ASSOCIATION 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number007712D
Policy instance 1

Potentially related plans

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