2023 Form 5500 filing — 403(B) Thrift Plan Sponsored By Legal Services
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 20240920154507NAL0008063713002) for 403(B) Thrift Plan Sponsored By Legal Services, reported by Legal Services Of The Hudson Valley under EIN 13-6265606 and plan number 003. It reports 219 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240920154507NAL0008063713002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Legal Services Of The Hudson Valley
- EIN
- 13-6265606
- Plan number
- 003
- Location
- White Plains, NY
- Participants
- 219
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,599,783
- Net assets (EOY)
- $15,599,783
- Employer contributions
- $850,610
- Participant contributions
- $978,569
- Total income / additions
- $4,417,136
- Benefits paid
- $599,530
- Administrative expenses
- $386
- Total expenses
- $599,916
- Net increase / (decrease)
- $3,817,220
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mutual Of America Life Insurance Co | INSURANCE CARRIER | $0 | $0 |