2023 Form 5500 filing — Adelante Development Center, Inc. 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 20241015110656NAL0028151841001) for Adelante Development Center, Inc. 403(B) Plan, reported by Adelante Development Center, Inc. under EIN 85-0262072 and plan number 001. It reports 648 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015110656NAL0028151841001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Adelante Development Center, Inc.
- EIN
- 85-0262072
- Plan number
- 001
- Location
- Albuquerque, NM
- Participants
- 648
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,828,934
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,828,934
- Employer contributions
- $239,563
- Participant contributions
- $602,160
- Total income / additions
- $2,051,038
- Benefits paid
- $1,998,360
- Administrative expenses
- $88,001
- Total expenses
- $2,088,094
- Net increase / (decrease)
- -$37,056
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $55,968 | not reported in the loaded dataset |
| Sagepoint Financial, Inc. | NONE | $23,466 | not reported in the loaded dataset |
| Osaic Wealth, Inc. | NONE | $8,567 | not reported in the loaded dataset |