2023 Form 5500 filing — Infusion Upstate Ny, Inc. 401(K) 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 20241003091153NAL0004732499001) for Infusion Upstate Ny, Inc. 401(K) Plan, reported by Infusion Upstate Ny, Inc. under EIN 16-1112200 and plan number 001. It reports 157 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003091153NAL0004732499001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Infusion Upstate Ny, Inc.
- EIN
- 16-1112200
- Plan number
- 001
- Location
- Depew, NY
- Participants
- 157
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,384,930
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,384,930
- Employer contributions
- $430,918
- Participant contributions
- $860,106
- Total income / additions
- $3,394,146
- Benefits paid
- $555,175
- Administrative expenses
- $47,993
- Total expenses
- $603,168
- Net increase / (decrease)
- $2,790,978
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACCT ADMINISTATOR | $46,861 | $0 |
| Wny Asset Management LLC | INVESTMENT AD VISORY | $0 | $25,664 |
| Rimkus Marciano & Associates, Inc | CONTRACT ADMINISTRATOR | $1,158 | $3,846 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |