2023 Form 5500 filing — Elizabeth Wende Breast Care, LLC 401(K) Profit Sharing 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 20241013094342NAL0025792353001) for Elizabeth Wende Breast Care, LLC 401(K) Profit Sharing Plan, reported by Elizabeth Wende Breast Care, LLC under EIN 26-1124473 and plan number 001. It reports 174 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013094342NAL0025792353001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Elizabeth Wende Breast Care, LLC
- EIN
- 26-1124473
- Plan number
- 001
- Location
- Rochester, NY
- Participants
- 174
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,825,141
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,825,141
- Employer contributions
- $741,965
- Participant contributions
- $666,548
- Total income / additions
- $5,194,003
- Benefits paid
- $2,897,388
- Administrative expenses
- $94,321
- Total expenses
- $2,994,003
- Net increase / (decrease)
- $2,200,000
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Waterford Group, LLC | INVESTMENT/FINANCIAL ADVI | $91,593 | $0 |
| Adp, Inc. | RECORD KEEPER | $2,727 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |