2023 Form 5500 filing — Pro Action Of Steuben & Yates, Inc. 403(B) 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 20241010075735NAL0040139842001) for Pro Action Of Steuben & Yates, Inc. 403(B) Retirement Plan, reported by Pro Action Of Steuben & Yates, Inc. under EIN 16-0914512 and plan number 001. It reports 326 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010075735NAL0040139842001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pro Action Of Steuben & Yates, Inc.
- EIN
- 16-0914512
- Plan number
- 001
- Location
- Bath, NY
- Participants
- 326
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,726,833
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,726,833
- Employer contributions
- $320,918
- Participant contributions
- $342,983
- Total income / additions
- $1,540,974
- Benefits paid
- $925,163
- Administrative expenses
- $785
- Total expenses
- $925,948
- Net increase / (decrease)
- $615,026
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide Trust Company | not reported in the loaded dataset | $24,572 | $24 |
| Milestone Consultants | not reported in the loaded dataset | $20,007 | not reported in the loaded dataset |
| Rimkus Marciano And Associates, Inc | not reported in the loaded dataset | $3,550 | $0 |
| Fidelity Investments Institutional | RECORDKEEPER | $785 | $0 |