2023 Form 5500 filing — Employees' Retirement Plan Of The Kensico Cemetery
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240801080958NAL0013336611001) for Employees' Retirement Plan Of The Kensico Cemetery, reported by The Kensico Cemetery under EIN 13-1715053 and plan number 001. It reports 125 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240801080958NAL0013336611001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Kensico Cemetery
- EIN
- 13-1715053
- Plan number
- 001
- Location
- Valhalla, NY
- Participants
- 125
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,470,920
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,470,920
- Employer contributions
- $700,000
- Total income / additions
- $3,110,598
- Benefits paid
- $680,189
- Administrative expenses
- $117,287
- Total expenses
- $797,476
- Net increase / (decrease)
- $2,313,122
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bank Of America, N.A. | NONE | $117,287 | not reported in the loaded dataset |