2023 Form 5500 filing — Wraparound Services Of The Hudson Valley Defined Contribution 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 20241009170201NAL0010865315001) for Wraparound Services Of The Hudson Valley Defined Contribution Plan, reported by Wraparound Services Of The Hudson Valley under EIN 14-1377518 and plan number 002. It reports 311 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009170201NAL0010865315001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wraparound Services Of The Hudson Valley
- EIN
- 14-1377518
- Plan number
- 002
- Location
- Lake Katrine, NY
- Participants
- 311
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,489,423
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,489,423
- Employer contributions
- $523,438
- Total income / additions
- $1,244,769
- Benefits paid
- $348,932
- Administrative expenses
- $42,377
- Total expenses
- $391,309
- Net increase / (decrease)
- $853,460
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $23,298 | $0 |
| Focused Wealth Management | ADVISOR | $19,080 | not reported in the loaded dataset |