2023 Form 5500 filing — Employee Benefit Plan Of Legal Services Of The Hudson Valley

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 20240920154507NAL0008063713001) for Employee Benefit Plan Of Legal Services Of The Hudson Valley, reported by Legal Services Of The Hudson Valley under EIN 13-6265606 and plan number 001. It reports 110 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$4.1MReported net assets$4,076,818
Participants110
Provider compensation$3141 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240920154507NAL0008063713001
Plan sponsor
Legal Services Of The Hudson Valley
EIN
13-6265606
Plan number
001
Location
White Plains, NY
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$4.1M total assets
Net assets$4.1MLiabilities
Money in vs. money out
Total income / additions$625.7K
Total expenses$195.4K
Benefits paid / distributions$195K
Full reported line items
Total assets (EOY)
$4,076,818
Net assets (EOY)
$4,076,818
Total income / additions
$625,728
Benefits paid
$195,045
Administrative expenses
$351
Total expenses
$195,396
Net increase / (decrease)
$430,332

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Mutual Of America Life Insurance CoRECORDKEEPER$314$0

Related Form 5500 pages