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Sponsor portfolio

NEXT LEVEL MENTAL HEALTH PLLC

EIN 87-2250791-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$280K assets
Welfare
0
Participants
66
55 MAIN ST., 3RD FLOOR - YONKERS, NY 10701914-327-5588
Plans on this EIN
2 filings
#001401k-$180K - 35 part#002CashBalance-$101K - 31 part

Retirement portfolio analytics

2 plans aggregated / $280K assets / 66 participants

Assets by plan

Share of aggregate retirement assets

64%top
  • PROFIT SHARING PLAN (#001)64%
  • CASH BALANCE PLAN (#002)36%
Total $280KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)35
  • CASH BALANCE PLAN (#002)31
Total 66Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

NEXT LEVEL MENTAL HEALTH COUNSELING PLLC 401(K) PROFIT SHARING PLAN

401k

Assets$180K
Participants35
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

NEXT LEVEL MENTAL HEALTH COUNSELING PLLC CASH BALANCE PLAN

CashBalance

Assets$101K
Participants31
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001NEXT LEVEL MENTAL HEALTH COUNSELING PLLC 401(K) PROFIT SHARING PLAN401k$180K352024
002NEXT LEVEL MENTAL HEALTH COUNSELING PLLC CASH BALANCE PLANCashBalance$101K312024
Retirement plans
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