2023 Form 5500 filing — Arbor Housing & Development 401(K) 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 20241014140219NAL0052582690001) for Arbor Housing & Development 401(K) Retirement Plan, reported by Steuben Churchpeople Against Poverty Inc Dba Arbor Housing Development under EIN 16-1166737 and plan number 002. It reports 189 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014140219NAL0052582690001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Steuben Churchpeople Against Poverty Inc Dba Arbor Housing Development
- EIN
- 16-1166737
- Plan number
- 002
- Location
- Corning, NY
- Participants
- 189
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,468,887
- Total liabilities (EOY)
- $374
- Net assets (EOY)
- $3,468,513
- Employer contributions
- $228,839
- Participant contributions
- $146,682
- Total income / additions
- $788,216
- Benefits paid
- $335,325
- Administrative expenses
- $33,953
- Total expenses
- $369,278
- Net increase / (decrease)
- $418,938
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Unified Trust Company, N.A. | TRUSTEE, RECORDKEEPER | $20,881 | $3,066 |
| Wells Fargo Advisors, LLC | INVESTMENT ADVISOR | $9,848 | $0 |