2023 Form 5500 filing — Julia Dyckman Andrus Memorial, Inc. 401(K) Retirement Plan
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 20240801113407NAL0015146707001) for Julia Dyckman Andrus Memorial, Inc. 401(K) Retirement Plan, reported by Julia Dyckman Andrus Memorial, Inc. under EIN 13-2793295 and plan number 004. It reports 657 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240801113407NAL0015146707001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Julia Dyckman Andrus Memorial, Inc.
- EIN
- 13-2793295
- Plan number
- 004
- Location
- Yonkers, NY
- Participants
- 657
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,093,442
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,093,442
- Employer contributions
- $512,286
- Participant contributions
- $603,985
- Total income / additions
- $3,256,719
- Benefits paid
- $1,263,615
- Administrative expenses
- $96,472
- Total expenses
- $1,360,087
- Net increase / (decrease)
- $1,896,632
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Focused Wealth Management, Inc. | INVESTMENT ADVISOR | $51,389 | not reported in the loaded dataset |
| Newport Group, Inc. | RECORDKEEPER | $45,083 | $0 |