2023 Form 5500 filing — 403(B) Thrift Plan For Child And Family Services Of Erie County
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 20241015130626NAL0049529776008) for 403(B) Thrift Plan For Child And Family Services Of Erie County, reported by Child & Family Services Of Erie County under EIN 16-1004825 and plan number 004. It reports 1,292 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015130626NAL0049529776008
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Child & Family Services Of Erie County
- EIN
- 16-1004825
- Plan number
- 004
- Location
- Buffalo, NY
- Participants
- 1,292
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,068,842
- Net assets (EOY)
- $34,068,842
- Employer contributions
- $1,098,367
- Participant contributions
- $1,770,801
- Total income / additions
- $8,016,640
- Benefits paid
- $1,798,196
- Administrative expenses
- $63,420
- Total expenses
- $1,863,282
- Net increase / (decrease)
- $6,153,358
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Valic Retirement Services Co. | NONE | $62,942 | $0 |
| Equitable Financial Life Insurance | NONE | $380 | $7,320 |
| Mutual Of America Life Insurance Co | NONE | $98 | $0 |