2023 Form 5500 filing — C.T. Male Associates 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 20240927133822NAL0004366370001) for C.T. Male Associates Retirement Plan, reported by C.T. Male Associates Engineering, Surveying, Architecture, Landscape A under EIN 14-1540416 and plan number 001. It reports 179 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240927133822NAL0004366370001
Filing year
2023
Form type
2
Plan sponsor
C.T. Male Associates Engineering, Surveying, Architecture, Landscape A
EIN
14-1540416
Plan number
001
Location
Latham, NY
Participants
179
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$34,791,949
Total liabilities (EOY)
$0
Net assets (EOY)
$34,791,949
Employer contributions
$505,586
Participant contributions
$1,155,728
Total income / additions
$7,204,851
Benefits paid
$2,402,668
Administrative expenses
$46,633
Total expenses
$2,460,777
Net increase / (decrease)
$4,744,074
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Acec Retirement TrustOTHER$40,689not reported in the loaded dataset
Empower Advisory Group, LLCINVESTMENT MGMT$4,244not reported in the loaded dataset
Empower Life & Annuity Insurance CoRECORDKEEPER$1,700$0

Related Form 5500 pages