2023 Form 5500 filing — Section 403(B) Retirement Plan For Amida Care, Inc.
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 20240913095734NAL0021313794001) for Section 403(B) Retirement Plan For Amida Care, Inc., reported by Amida Care, Inc. under EIN 13-4154068 and plan number 001. It reports 221 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240913095734NAL0021313794001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Amida Care, Inc.
- EIN
- 13-4154068
- Plan number
- 001
- Location
- New York, NY
- Participants
- 221
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,800,760
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,800,760
- Employer contributions
- $530,593
- Participant contributions
- $926,560
- Total income / additions
- $3,715,243
- Benefits paid
- $832,001
- Administrative expenses
- $84,007
- Total expenses
- $943,484
- Net increase / (decrease)
- $2,771,759
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | INVEST MGMT RECORDKEEPER | $43,975 | $119 |
| Global Retirement Partners, LLC | BROKER | $25,813 | not reported in the loaded dataset |
| Iron Co Fid Index Comprehensive | ADVISOR | $6,599 | not reported in the loaded dataset |
| Aps Pentegra | CONTRACT ADMIN | $6,299 | not reported in the loaded dataset |