2023 Form 5500 filing — Resource Center For Independent Living, Inc. Retirement Plan And Trust

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 20241010062329NAL0019709073001) for Resource Center For Independent Living, Inc. Retirement Plan And Trust, reported by Resource Center For Independent Living, Inc. under EIN 22-2518284 and plan number 001. It reports 5,518 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241010062329NAL0019709073001
Filing year
2023
Form type
2
Plan sponsor
Resource Center For Independent Living, Inc.
EIN
22-2518284
Plan number
001
Location
Utica, NY
Participants
5,518
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$20,389,165
Total liabilities (EOY)
$0
Net assets (EOY)
$20,389,165
Employer contributions
$1,125,715
Participant contributions
$1,011,553
Total income / additions
$4,998,066
Benefits paid
$1,722,757
Administrative expenses
$26,042
Total expenses
$1,748,799
Net increase / (decrease)
$3,249,267
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Ascensus LLCNONE$18,180$0
InvescoNONE$7,862not reported in the loaded dataset

Related Form 5500 pages