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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
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
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
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
Insurance contract or identification number007712D
Number of Individuals Covered45
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of fees paid to insurance companyUSD $489

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