2023 Form 5500 filing — Masonic Care Community Of Ny 403(B) Retirement Savings 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 20241015102341NAL0014395267001) for Masonic Care Community Of Ny 403(B) Retirement Savings Plan, reported by Masonic Care Community Of Ny under EIN 13-5563012 and plan number 002. It reports 829 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015102341NAL0014395267001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Masonic Care Community Of Ny
- EIN
- 13-5563012
- Plan number
- 002
- Location
- Utica, NY
- Participants
- 829
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,320,636
- Total liabilities (EOY)
- $12,798
- Net assets (EOY)
- $13,307,838
- Employer contributions
- $860,530
- Participant contributions
- $920,557
- Total income / additions
- $3,650,158
- Benefits paid
- $1,033,346
- Administrative expenses
- $72,750
- Total expenses
- $1,106,096
- Net increase / (decrease)
- $2,544,062
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benefit Plan Admin Services, Inc | NONE | $43,450 | $0 |
| Healthcare Community Securities Crp | NONE | $29,300 | not reported in the loaded dataset |