2023 Form 5500 filing — Retirement Plan For Employees Of Mary Cariola Children'S Center, Inc.
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 20241015105343NAL0016181987001) for Retirement Plan For Employees Of Mary Cariola Children'S Center, Inc., reported by Mary Cariola Childrens Center, Inc. under EIN 16-0771078 and plan number 001. It reports 276 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015105343NAL0016181987001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mary Cariola Childrens Center, Inc.
- EIN
- 16-0771078
- Plan number
- 001
- Location
- Rochester, NY
- Participants
- 276
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,004,117
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,004,117
- Employer contributions
- $564,385
- Total income / additions
- $2,085,973
- Benefits paid
- $695,032
- Administrative expenses
- $48,151
- Total expenses
- $743,183
- Net increase / (decrease)
- $1,342,790
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Qci Asset Management Inc. | NONE | $37,633 | not reported in the loaded dataset |