401k Plan data: THE MENTAL HEALTH ASSOCIATION OF WESTCHESTER COUNTY, INC. MONEY PURCHASE PLAN plan

THE MENTAL HEALTH ASSOCIATION OF WESTCHESTER COUNTY, INC. MONEY PURCHASE PLAN 401k Plan overview

Plan Name	THE MENTAL HEALTH ASSOCIATION OF WESTCHESTER COUNTY, INC. MONEY PURCHASE PLAN
Plan identification number	004

THE MENTAL HEALTH ASSOCIATION OF WESTCHESTER COUNTY, INC. MONEY PURCHASE PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Money purchase (other than target benefit)
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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THE MENTAL HEALTH ASSOCIATION OF WESTCHESTER has sponsored the creation of one or more 401k plans.

Company Name: THE MENTAL HEALTH ASSOCIATION OF WESTCHESTER

Employer identification number (EIN): 131740002

NAIC Classification: 621112
NAIC Description: Offices of Physicians, Mental Health Specialists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE MENTAL HEALTH ASSOCIATION OF WESTCHESTER COUNTY, INC. MONEY PURCHASE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2024-01-01 VICTORIA PENINO
004 2023-01-01
004 2023-01-01 VICTORIA MARY PENINO
004 2023-01-01 VICTORIA M PENINO
004 2022-01-01
004 2022-01-01 VICTORIA PENINO
004 2021-01-01
004 2021-01-01 DOTTIE ANN CLAYTON STEVENSON
004 2020-01-01
004 2019-01-01
004 2017-01-01 CHARLOTTE A. OSTMAN
004 2016-01-01 NANCY KRZEMIENSKI
004 2015-01-01 AMY KOHN
004 2014-01-01 AMY KOHN
004 2013-01-01 AMY KOHN
004 2012-01-01 AMY KOHN
004 2011-01-01 AMY KOHN
004 2010-01-01 AMY KOHN
004 2009-01-01 AMY KOHN
004 2009-01-01 AMY KOHN

Plan Statistics for THE MENTAL HEALTH ASSOCIATION OF WESTCHESTER COUNTY, INC. MONEY PURCHASE PLAN

401k plan membership statisitcs for THE MENTAL HEALTH ASSOCIATION OF WESTCHESTER COUNTY, INC. MONEY PURCHASE PLAN

Measure Date Value
2023: THE MENTAL HEALTH ASSOCIATION OF WESTCHESTER COUNTY, INC. MONEY PURCHASE PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 325
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 222
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 131
Total of all active and inactive participants 2023-01-01 353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 1
Total participants 2023-01-01 354
Number of participants with account balances 2023-01-01 353
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 21
2022: THE MENTAL HEALTH ASSOCIATION OF WESTCHESTER COUNTY, INC. MONEY PURCHASE PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 315
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 206
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 112
Total of all active and inactive participants 2022-01-01 318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 318
Number of participants with account balances 2022-01-01 315
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 24
2021: THE MENTAL HEALTH ASSOCIATION OF WESTCHESTER COUNTY, INC. MONEY PURCHASE PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 291
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 205
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 104
Total of all active and inactive participants 2021-01-01 309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 309
Number of participants with account balances 2021-01-01 303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 22
2020: THE MENTAL HEALTH ASSOCIATION OF WESTCHESTER COUNTY, INC. MONEY PURCHASE PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 254
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 196
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 91
Total of all active and inactive participants 2020-01-01 287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 287
Number of participants with account balances 2020-01-01 284
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 20
2019: THE MENTAL HEALTH ASSOCIATION OF WESTCHESTER COUNTY, INC. MONEY PURCHASE PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 226
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 156
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 91
Total of all active and inactive participants 2019-01-01 247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 247
Number of participants with account balances 2019-01-01 244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 23
2017: THE MENTAL HEALTH ASSOCIATION OF WESTCHESTER COUNTY, INC. MONEY PURCHASE PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 176
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 140
Number of retired or separated participants receiving benefits 2017-01-01 3
Number of other retired or separated participants entitled to future benefits 2017-01-01 53
Total of all active and inactive participants 2017-01-01 196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 196
Number of participants with account balances 2017-01-01 196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 6
2016: THE MENTAL HEALTH ASSOCIATION OF WESTCHESTER COUNTY, INC. MONEY PURCHASE PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 130
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 126
Number of retired or separated participants receiving benefits 2016-01-01 5
Number of other retired or separated participants entitled to future benefits 2016-01-01 44
Total of all active and inactive participants 2016-01-01 175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 175
Number of participants with account balances 2016-01-01 172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 12
2015: THE MENTAL HEALTH ASSOCIATION OF WESTCHESTER COUNTY, INC. MONEY PURCHASE PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 169
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 129
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 43
Total of all active and inactive participants 2015-01-01 172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 172
Number of participants with account balances 2015-01-01 161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 11
2014: THE MENTAL HEALTH ASSOCIATION OF WESTCHESTER COUNTY, INC. MONEY PURCHASE PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 164
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 130
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 38
Total of all active and inactive participants 2014-01-01 168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 168
Number of participants with account balances 2014-01-01 153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 10
2013: THE MENTAL HEALTH ASSOCIATION OF WESTCHESTER COUNTY, INC. MONEY PURCHASE PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 152
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 126
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 38
Total of all active and inactive participants 2013-01-01 164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 164
Number of participants with account balances 2013-01-01 164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 4
2012: THE MENTAL HEALTH ASSOCIATION OF WESTCHESTER COUNTY, INC. MONEY PURCHASE PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 161
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 115
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 33
Total of all active and inactive participants 2012-01-01 148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 148
Number of participants with account balances 2012-01-01 148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 2
2011: THE MENTAL HEALTH ASSOCIATION OF WESTCHESTER COUNTY, INC. MONEY PURCHASE PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 157
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 108
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 52
Total of all active and inactive participants 2011-01-01 160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 160
Number of participants with account balances 2011-01-01 160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 15
2010: THE MENTAL HEALTH ASSOCIATION OF WESTCHESTER COUNTY, INC. MONEY PURCHASE PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 157
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 121
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 36
Total of all active and inactive participants 2010-01-01 157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 157
Number of participants with account balances 2010-01-01 157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 16
2009: THE MENTAL HEALTH ASSOCIATION OF WESTCHESTER COUNTY, INC. MONEY PURCHASE PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 162
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 119
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 38
Total of all active and inactive participants 2009-01-01 157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 157
Number of participants with account balances 2009-01-01 156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 15

Measure	Date	Value
2023: THE MENTAL HEALTH ASSOCIATION OF WESTCHESTER COUNTY, INC. MONEY PURCHASE PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	325
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	222
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	131
Total of all active and inactive participants	2023-01-01	353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	1
Total participants	2023-01-01	354
Number of participants with account balances	2023-01-01	353
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	21
2022: THE MENTAL HEALTH ASSOCIATION OF WESTCHESTER COUNTY, INC. MONEY PURCHASE PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	315
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	206
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	112
Total of all active and inactive participants	2022-01-01	318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	318
Number of participants with account balances	2022-01-01	315
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	24
2021: THE MENTAL HEALTH ASSOCIATION OF WESTCHESTER COUNTY, INC. MONEY PURCHASE PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	291
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	205
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	104
Total of all active and inactive participants	2021-01-01	309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	309
Number of participants with account balances	2021-01-01	303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	22
2020: THE MENTAL HEALTH ASSOCIATION OF WESTCHESTER COUNTY, INC. MONEY PURCHASE PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	254
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	196
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	91
Total of all active and inactive participants	2020-01-01	287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	287
Number of participants with account balances	2020-01-01	284
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	20
2019: THE MENTAL HEALTH ASSOCIATION OF WESTCHESTER COUNTY, INC. MONEY PURCHASE PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	226
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	156
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	91
Total of all active and inactive participants	2019-01-01	247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	247
Number of participants with account balances	2019-01-01	244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	23
2017: THE MENTAL HEALTH ASSOCIATION OF WESTCHESTER COUNTY, INC. MONEY PURCHASE PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	176
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	140
Number of retired or separated participants receiving benefits	2017-01-01	3
Number of other retired or separated participants entitled to future benefits	2017-01-01	53
Total of all active and inactive participants	2017-01-01	196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	196
Number of participants with account balances	2017-01-01	196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	6
2016: THE MENTAL HEALTH ASSOCIATION OF WESTCHESTER COUNTY, INC. MONEY PURCHASE PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	130
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	126
Number of retired or separated participants receiving benefits	2016-01-01	5
Number of other retired or separated participants entitled to future benefits	2016-01-01	44
Total of all active and inactive participants	2016-01-01	175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	175
Number of participants with account balances	2016-01-01	172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	12
2015: THE MENTAL HEALTH ASSOCIATION OF WESTCHESTER COUNTY, INC. MONEY PURCHASE PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	169
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	129
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	43
Total of all active and inactive participants	2015-01-01	172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	172
Number of participants with account balances	2015-01-01	161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	11
2014: THE MENTAL HEALTH ASSOCIATION OF WESTCHESTER COUNTY, INC. MONEY PURCHASE PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	164
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	130
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	38
Total of all active and inactive participants	2014-01-01	168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	168
Number of participants with account balances	2014-01-01	153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	10
2013: THE MENTAL HEALTH ASSOCIATION OF WESTCHESTER COUNTY, INC. MONEY PURCHASE PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	152
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	126
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	38
Total of all active and inactive participants	2013-01-01	164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	164
Number of participants with account balances	2013-01-01	164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	4
2012: THE MENTAL HEALTH ASSOCIATION OF WESTCHESTER COUNTY, INC. MONEY PURCHASE PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	161
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	115
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	33
Total of all active and inactive participants	2012-01-01	148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	148
Number of participants with account balances	2012-01-01	148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	2
2011: THE MENTAL HEALTH ASSOCIATION OF WESTCHESTER COUNTY, INC. MONEY PURCHASE PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	157
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	108
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	52
Total of all active and inactive participants	2011-01-01	160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	160
Number of participants with account balances	2011-01-01	160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	15
2010: THE MENTAL HEALTH ASSOCIATION OF WESTCHESTER COUNTY, INC. MONEY PURCHASE PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	157
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	121
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	36
Total of all active and inactive participants	2010-01-01	157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	157
Number of participants with account balances	2010-01-01	157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	16
2009: THE MENTAL HEALTH ASSOCIATION OF WESTCHESTER COUNTY, INC. MONEY PURCHASE PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	162
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	119
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	38
Total of all active and inactive participants	2009-01-01	157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	157
Number of participants with account balances	2009-01-01	156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	15

Financial Data on THE MENTAL HEALTH ASSOCIATION OF WESTCHESTER COUNTY, INC. MONEY PURCHASE PLAN

Measure	Date	Value
2023 : THE MENTAL HEALTH ASSOCIATION OF WESTCHESTER COUNTY, INC. MONEY PURCHASE PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$2,395,581
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$625,430
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$581,456
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$865,351
Value of total assets at end of year	2023-12-31	$10,176,312
Value of total assets at beginning of year	2023-12-31	$8,406,161
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$43,974
Total interest from all sources	2023-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$310,924
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$310,924
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$500,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Total non interest bearing cash at end of year	2023-12-31	$44,537
Total non interest bearing cash at beginning of year	2023-12-31	$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$1,770,151
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$10,176,312
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$8,406,161
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Investment advisory and management fees	2023-12-31	$17,667
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$9,580,076
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$7,861,206
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-12-31	$4,944
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-12-31	$1,868
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-12-31	$1,868
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-12-31	$546,755
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-12-31	$543,085
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$1,219,306
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$865,351
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$581,456
Contract administrator fees	2023-12-31	$7,846
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	CBIZ CPAS P.C.
Accountancy firm EIN	2023-12-31	431947695
Total unrealized appreciation/depreciation of assets	2023-01-01	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-01-01	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-01-01	$0
Total income from all sources (including contributions)	2023-01-01	$2,395,581
Total loss/gain on sale of assets	2023-01-01	$0
Total of all expenses incurred	2023-01-01	$625,430
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-01-01	$581,456
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-01-01	$865,351
Value of total assets at end of year	2023-01-01	$10,176,312
Value of total assets at beginning of year	2023-01-01	$8,406,161
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-01-01	$43,974
Total interest from all sources	2023-01-01	$0
Total dividends received (eg from common stock, registered investment company shares)	2023-01-01	$310,924
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-01-01	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-01-01	$310,924
Was this plan covered by a fidelity bond	2023-01-01	Yes
Value of fidelity bond cover	2023-01-01	$500,000
If this is an individual account plan, was there a blackout period	2023-01-01	No
Were there any nonexempt tranactions with any party-in-interest	2023-01-01	No
Total non interest bearing cash at end of year	2023-01-01	$44,537
Total non interest bearing cash at beginning of year	2023-01-01	$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-01-01	No
Value of net income/loss	2023-01-01	$1,770,151
Value of net assets at end of year (total assets less liabilities)	2023-01-01	$10,176,312
Value of net assets at beginning of year (total assets less liabilities)	2023-01-01	$8,406,161
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-01-01	No
Were any leases to which the plan was party in default or uncollectible	2023-01-01	No
Investment advisory and management fees	2023-01-01	$17,667
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-01-01	$9,580,076
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-01-01	$7,861,206
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-01-01	$4,944
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-01-01	$546,755
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-01-01	$543,085
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-01-01	$1,219,306
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-01-01	No
Was there a failure to transmit to the plan any participant contributions	2023-01-01	No
Has the plan failed to provide any benefit when due under the plan	2023-01-01	No
Contributions received in cash from employer	2023-01-01	$865,351
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-01-01	$581,456
Contract administrator fees	2023-01-01	$7,846
Did the plan have assets held for investment	2023-01-01	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-01-01	No
Opinion of an independent qualified public accountant for this plan	2023-01-01	1
Accountancy firm name	2023-01-01	CBIZ CPAS P.C.
Accountancy firm EIN	2023-01-01	431947695
2022 : THE MENTAL HEALTH ASSOCIATION OF WESTCHESTER COUNTY, INC. MONEY PURCHASE PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-840,120
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$688,193
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$662,184
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$748,699
Value of total assets at end of year	2022-12-31	$8,406,161
Value of total assets at beginning of year	2022-12-31	$9,934,474
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$26,009
Total interest from all sources	2022-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$218,565
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$218,565
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Total non interest bearing cash at end of year	2022-12-31	$2
Total non interest bearing cash at beginning of year	2022-12-31	$30,174
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,528,313
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$8,406,161
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$9,934,474
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$7,861,206
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$9,355,863
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$1,868
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$879
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$879
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$543,085
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$547,558
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,807,384
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$748,699
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$662,184
Contract administrator fees	2022-12-31	$26,009
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	MAYER HOFFMAN MCCANN CPAS
Accountancy firm EIN	2022-12-31	431947695
Total unrealized appreciation/depreciation of assets	2022-01-01	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-01	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-01	$0
Total income from all sources (including contributions)	2022-01-01	$-840,120
Total loss/gain on sale of assets	2022-01-01	$0
Total of all expenses incurred	2022-01-01	$688,193
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-01-01	$662,184
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-01-01	$748,699
Value of total assets at end of year	2022-01-01	$8,406,161
Value of total assets at beginning of year	2022-01-01	$9,934,474
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-01-01	$26,009
Total interest from all sources	2022-01-01	$0
Total dividends received (eg from common stock, registered investment company shares)	2022-01-01	$218,565
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-01-01	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-01-01	$218,565
Was this plan covered by a fidelity bond	2022-01-01	Yes
Value of fidelity bond cover	2022-01-01	$500,000
If this is an individual account plan, was there a blackout period	2022-01-01	No
Were there any nonexempt tranactions with any party-in-interest	2022-01-01	No
Total non interest bearing cash at end of year	2022-01-01	$2
Total non interest bearing cash at beginning of year	2022-01-01	$30,174
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-01-01	No
Value of net income/loss	2022-01-01	$-1,528,313
Value of net assets at end of year (total assets less liabilities)	2022-01-01	$8,406,161
Value of net assets at beginning of year (total assets less liabilities)	2022-01-01	$9,934,474
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-01-01	No
Were any leases to which the plan was party in default or uncollectible	2022-01-01	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-01-01	$7,861,206
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-01-01	$9,355,863
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-01-01	$1,868
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-01-01	$543,085
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-01-01	$547,558
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-01-01	$-1,807,384
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-01-01	No
Was there a failure to transmit to the plan any participant contributions	2022-01-01	No
Has the plan failed to provide any benefit when due under the plan	2022-01-01	No
Contributions received in cash from employer	2022-01-01	$748,699
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-01-01	$662,184
Contract administrator fees	2022-01-01	$26,009
Did the plan have assets held for investment	2022-01-01	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-01-01	No
Opinion of an independent qualified public accountant for this plan	2022-01-01	1
Accountancy firm name	2022-01-01	MAYER HOFFMAN MCCANN CPAS
Accountancy firm EIN	2022-01-01	431947695
2021 : THE MENTAL HEALTH ASSOCIATION OF WESTCHESTER COUNTY, INC. MONEY PURCHASE PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$2,051,227
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$472,006
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$448,841
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$800,768
Value of total assets at end of year	2021-12-31	$9,934,474
Value of total assets at beginning of year	2021-12-31	$8,355,253
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$23,165
Total interest from all sources	2021-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$490,518
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$490,518
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Total non interest bearing cash at end of year	2021-12-31	$30,174
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,579,221
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$9,934,474
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$8,355,253
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$9,355,863
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$7,809,910
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$879
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$547,558
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$545,343
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$759,941
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$800,768
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$448,841
Contract administrator fees	2021-12-31	$23,165
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	MAYER HOFFMAN MCCANN CPAS
Accountancy firm EIN	2021-12-31	431947695
2020 : THE MENTAL HEALTH ASSOCIATION OF WESTCHESTER COUNTY, INC. MONEY PURCHASE PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$1,764,595
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$183,811
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$165,740
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$669,143
Value of total assets at end of year	2020-12-31	$8,355,253
Value of total assets at beginning of year	2020-12-31	$6,774,469
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$18,071
Total interest from all sources	2020-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$284,066
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$284,066
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,580,784
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$8,355,253
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$6,774,469
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$7,809,910
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$6,211,239
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$545,343
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$563,230
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$811,386
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$669,143
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$165,740
Contract administrator fees	2020-12-31	$18,071
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	MARKS PANETH, LLP
Accountancy firm EIN	2020-12-31	113518842
2019 : THE MENTAL HEALTH ASSOCIATION OF WESTCHESTER COUNTY, INC. MONEY PURCHASE PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$1,683,169
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$368,860
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$351,478
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$550,743
Value of total assets at end of year	2019-12-31	$6,774,469
Value of total assets at beginning of year	2019-12-31	$5,460,160
Value of total assets at beginning of year	2019-12-31	$5,460,160
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$17,382
Total interest from all sources	2019-12-31	$0
Total interest from all sources	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$204,307
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$204,307
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$204,307
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$1,100
Total non interest bearing cash at beginning of year	2019-12-31	$22,859
Total non interest bearing cash at beginning of year	2019-12-31	$22,859
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,314,309
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$6,774,469
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$6,774,469
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$5,460,160
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$6,211,239
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$6,211,239
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$4,868,518
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$4,868,518
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$563,230
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$568,783
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$568,783
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$928,119
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$549,643
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$351,478
Contract administrator fees	2019-12-31	$17,382
Contract administrator fees	2019-12-31	$17,382
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	MARKS PANETH, LLP
Accountancy firm EIN	2019-12-31	113518842
2018 : THE MENTAL HEALTH ASSOCIATION OF WESTCHESTER COUNTY, INC. MONEY PURCHASE PLAN 2018 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : THE MENTAL HEALTH ASSOCIATION OF WESTCHESTER COUNTY, INC. MONEY PURCHASE PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$1,214,392
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$843,579
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$828,973
Value of total corrective distributions	2017-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$470,481
Value of total assets at end of year	2017-12-31	$5,759,203
Value of total assets at beginning of year	2017-12-31	$5,388,390
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$14,606
Total interest from all sources	2017-12-31	$9,010
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$160,267
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$160,267
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$0
Participant contributions at end of year	2017-12-31	$0
Participant contributions at beginning of year	2017-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$0
Total non interest bearing cash at end of year	2017-12-31	$0
Total non interest bearing cash at beginning of year	2017-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$370,813
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$5,759,203
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$5,388,390
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$5,272,413
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$4,992,601
Interest on participant loans	2017-12-31	$0
Interest earned on other investments	2017-12-31	$9,010
Value of interest in common/collective trusts at end of year	2017-12-31	$0
Value of interest in common/collective trusts at beginning of year	2017-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$486,790
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$395,789
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$574,634
Net investment gain or loss from common/collective trusts	2017-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$470,481
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$828,973
Contract administrator fees	2017-12-31	$14,606
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN	2017-12-31	271728945
2016 : THE MENTAL HEALTH ASSOCIATION OF WESTCHESTER COUNTY, INC. MONEY PURCHASE PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$3,707
Total income from all sources (including contributions)	2016-12-31	$834,950
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$353,540
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$343,091
Value of total corrective distributions	2016-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$422,676
Value of total assets at end of year	2016-12-31	$5,388,390
Value of total assets at beginning of year	2016-12-31	$4,910,687
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$10,449
Total interest from all sources	2016-12-31	$7,337
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$142,944
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$142,944
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$0
Participant contributions at end of year	2016-12-31	$0
Participant contributions at beginning of year	2016-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$3,707
Total non interest bearing cash at end of year	2016-12-31	$0
Total non interest bearing cash at beginning of year	2016-12-31	$3,707
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$481,410
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$5,388,390
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$4,906,980
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$4,992,601
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$4,589,373
Interest on participant loans	2016-12-31	$0
Interest earned on other investments	2016-12-31	$7,337
Value of interest in common/collective trusts at end of year	2016-12-31	$0
Value of interest in common/collective trusts at beginning of year	2016-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$317,607
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$317,607
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$395,789
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$261,993
Net investment gain or loss from common/collective trusts	2016-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$422,676
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$343,091
Contract administrator fees	2016-12-31	$10,449
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN	2016-12-31	271728945
2015 : THE MENTAL HEALTH ASSOCIATION OF WESTCHESTER COUNTY, INC. MONEY PURCHASE PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$3,707
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$3,216
Total income from all sources (including contributions)	2015-12-31	$447,533
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$443,367
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$418,797
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$443,367
Value of total assets at end of year	2015-12-31	$4,910,687
Value of total assets at beginning of year	2015-12-31	$4,906,030
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$24,570
Total interest from all sources	2015-12-31	$217
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$209,075
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$209,075
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2015-12-31	$0
Minimum employer required contribution for this plan year	2015-12-31	$443,367
Amount contributed by the employer to the plan for this plan year	2015-12-31	$443,367
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$3,707
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$3,216
Total non interest bearing cash at end of year	2015-12-31	$3,707
Total non interest bearing cash at beginning of year	2015-12-31	$3,216
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$4,166
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$4,906,980
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$4,902,814
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$4,589,373
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$4,576,376
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$317,607
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$326,438
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$326,438
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$217
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-205,126
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$443,367
Employer contributions (assets) at end of year	2015-12-31	$0
Employer contributions (assets) at beginning of year	2015-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$418,797
Contract administrator fees	2015-12-31	$24,570
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN	2015-12-31	271728945
2014 : THE MENTAL HEALTH ASSOCIATION OF WESTCHESTER COUNTY, INC. MONEY PURCHASE PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$3,216
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$1,008
Total income from all sources (including contributions)	2014-12-31	$724,224
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$119,263
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$103,327
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$426,515
Value of total assets at end of year	2014-12-31	$4,906,030
Value of total assets at beginning of year	2014-12-31	$4,298,861
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$15,936
Total interest from all sources	2014-12-31	$77
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$191,268
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$191,268
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$428,389
Amount contributed by the employer to the plan for this plan year	2014-12-31	$428,389
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$3,216
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$1,008
Total non interest bearing cash at end of year	2014-12-31	$3,216
Total non interest bearing cash at beginning of year	2014-12-31	$1,008
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$604,961
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$4,902,814
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$4,297,853
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$4,576,376
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$3,956,741
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$326,438
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$339,563
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$339,563
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$77
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$106,364
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$426,515
Employer contributions (assets) at end of year	2014-12-31	$0
Employer contributions (assets) at beginning of year	2014-12-31	$1,549
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$103,327
Contract administrator fees	2014-12-31	$15,936
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	O'CONNOR, DAVIES, LLP
Accountancy firm EIN	2014-12-31	271728945
2013 : THE MENTAL HEALTH ASSOCIATION OF WESTCHESTER COUNTY, INC. MONEY PURCHASE PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$1,008
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$1,609
Total income from all sources (including contributions)	2013-12-31	$1,009,658
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$156,006
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$138,944
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$405,127
Value of total assets at end of year	2013-12-31	$4,298,861
Value of total assets at beginning of year	2013-12-31	$3,445,810
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$17,062
Total interest from all sources	2013-12-31	$133
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$111,764
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$111,764
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$400,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$1,549
Minimum employer required contribution for this plan year	2013-12-31	$405,127
Amount contributed by the employer to the plan for this plan year	2013-12-31	$403,578
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$1,008
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$1,609
Total non interest bearing cash at end of year	2013-12-31	$1,008
Total non interest bearing cash at beginning of year	2013-12-31	$1,609
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$853,652
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$4,297,853
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$3,444,201
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$3,956,741
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$3,110,454
Interest earned on other investments	2013-12-31	$133
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$339,563
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$318,732
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$318,732
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$492,634
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$405,127
Employer contributions (assets) at end of year	2013-12-31	$1,549
Employer contributions (assets) at beginning of year	2013-12-31	$15,015
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$138,944
Contract administrator fees	2013-12-31	$17,062
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	O'CONNOR, DAVIES, LLP
Accountancy firm EIN	2013-12-31	271728945
2012 : THE MENTAL HEALTH ASSOCIATION OF WESTCHESTER COUNTY, INC. MONEY PURCHASE PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$1,609
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$1,643
Total income from all sources (including contributions)	2012-12-31	$694,795
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$394,826
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$379,260
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$312,098
Value of total assets at end of year	2012-12-31	$3,445,810
Value of total assets at beginning of year	2012-12-31	$3,145,875
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$15,566
Total interest from all sources	2012-12-31	$325
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$106,014
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$106,014
Administrative expenses professional fees incurred	2012-12-31	$15,566
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$400,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$381,288
Amount contributed by the employer to the plan for this plan year	2012-12-31	$381,288
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$1,609
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$1,643
Total non interest bearing cash at end of year	2012-12-31	$1,609
Total non interest bearing cash at beginning of year	2012-12-31	$1,611
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$299,969
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$3,444,201
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$3,144,232
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$3,110,454
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$2,860,435
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$318,732
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$283,829
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$283,829
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$325
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$276,358
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$312,098
Employer contributions (assets) at end of year	2012-12-31	$15,015
Employer contributions (assets) at beginning of year	2012-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$379,260
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	O'CONNOR DAVIES, LLP
Accountancy firm EIN	2012-12-31	271728945
2011 : THE MENTAL HEALTH ASSOCIATION OF WESTCHESTER COUNTY, INC. MONEY PURCHASE PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$1,643
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$1,659
Total income from all sources (including contributions)	2011-12-31	$252,161
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$117,395
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$100,925
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$284,351
Value of total assets at end of year	2011-12-31	$3,145,875
Value of total assets at beginning of year	2011-12-31	$3,011,125
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$16,470
Total interest from all sources	2011-12-31	$268
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$69,513
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$69,513
Administrative expenses professional fees incurred	2011-12-31	$15,540
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$400,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$365,494
Amount contributed by the employer to the plan for this plan year	2011-12-31	$365,494
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$3,324
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$1,643
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$1,659
Total non interest bearing cash at end of year	2011-12-31	$1,611
Total non interest bearing cash at beginning of year	2011-12-31	$5,513
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$134,766
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$3,144,232
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$3,009,466
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$2,860,435
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$2,669,454
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$283,829
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$322,580
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$322,580
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$268
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-101,971
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$281,027
Employer contributions (assets) at end of year	2011-12-31	$0
Employer contributions (assets) at beginning of year	2011-12-31	$13,578
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$100,925
Contract administrator fees	2011-12-31	$930
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	O'CONNOR DAVIES, LLP
Accountancy firm EIN	2011-12-31	271728945
2010 : THE MENTAL HEALTH ASSOCIATION OF WESTCHESTER COUNTY, INC. MONEY PURCHASE PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$1,659
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$1,452
Total income from all sources (including contributions)	2010-12-31	$668,592
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$263,039
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$242,528
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$364,206
Value of total assets at end of year	2010-12-31	$3,011,125
Value of total assets at beginning of year	2010-12-31	$2,605,365
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$20,511
Total interest from all sources	2010-12-31	$345
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$79,286
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$79,286
Administrative expenses professional fees incurred	2010-12-31	$18,906
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$400,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$364,206
Amount contributed by the employer to the plan for this plan year	2010-12-31	$364,206
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$1,659
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$1,452
Total non interest bearing cash at end of year	2010-12-31	$5,513
Total non interest bearing cash at beginning of year	2010-12-31	$1,452
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$405,553
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$3,009,466
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$2,603,913
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$2,669,454
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$2,300,808
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$322,580
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$288,760
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$288,760
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$345
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$224,755
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$364,206
Employer contributions (assets) at end of year	2010-12-31	$13,578
Employer contributions (assets) at beginning of year	2010-12-31	$14,345
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$242,528
Contract administrator fees	2010-12-31	$1,605
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	O'CONNOR,DAVIES,MUNNS&DOBBINS,LLP
Accountancy firm EIN	2010-12-31	133385019
2009 : THE MENTAL HEALTH ASSOCIATION OF WESTCHESTER COUNTY, INC. MONEY PURCHASE PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$374,114
Amount contributed by the employer to the plan for this plan year	2009-12-31	$374,114