Mental Health Association In Orange County, INC. 403(b) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Mental Health Association In Orange County, INC.
  • Sponsor EIN: 146024124
  • Sponsor Address: 73 JAMES P. KELLY WAY, MIDDLETOWN, NY, 10940
  • Plan Type: 403(b)
  • Plan Number: 001
  • Total Participants: 158
  • Total Assets: $1.1M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: Yes
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2025158$1.1M$0$0
2024126$814,649$43,915$126,821
2023139$603,201$50,275$116,597
2022145$408,493$16,325$95,198

Similar Plans