2023 Form 5500 filing — The Children'S Home Of Poughkeepsie 403(B) 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 20241014083937NAL0026836385001) for The Children'S Home Of Poughkeepsie 403(B) Plan, reported by The Children'S Home Of Poughkeepsie under EIN 14-1364662 and plan number 002. It reports 394 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014083937NAL0026836385001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Children'S Home Of Poughkeepsie
- EIN
- 14-1364662
- Plan number
- 002
- Location
- Poughkeepsie, NY
- Participants
- 394
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,455,109
- Total liabilities (EOY)
- $3,906
- Net assets (EOY)
- $12,451,203
- Employer contributions
- $596,655
- Participant contributions
- $556,251
- Total income / additions
- $2,709,542
- Benefits paid
- $827,276
- Administrative expenses
- $19,984
- Total expenses
- $869,904
- Net increase / (decrease)
- $1,839,638
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The David J Yvars Group | INVESTMENT ADVISOR | $38,566 | $0 |
| Creative Pension Consultants, Inc | CONTRACT ADMI N | $26,498 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,647 | $0 |
| Empower Life & Annuity Insurance Co | RECORDKEEPER | $0 | $0 |