2023 Form 5500 filing — Beyond Support Network 401(K) 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 20241015133935NAL0016510371001) for Beyond Support Network 401(K) Plan, reported by Learning Disabilities Of Western New York, Inc. Dba Beyond Support Net under EIN 16-1118050 and plan number 002. It reports 688 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015133935NAL0016510371001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Learning Disabilities Of Western New York, Inc. Dba Beyond Support Net
- EIN
- 16-1118050
- Plan number
- 002
- Location
- Buffalo, NY
- Participants
- 688
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,062,534
- Net assets (EOY)
- $6,062,534
- Employer contributions
- $157,561
- Participant contributions
- $524,473
- Total income / additions
- $1,643,396
- Benefits paid
- $412,559
- Administrative expenses
- $32,066
- Total expenses
- $444,625
- Net increase / (decrease)
- $1,198,771
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services | INVESTMENT ADVISOR | $25,735 | $0 |
| Actuarial Consulting Services, Inc. | THIRD PARTY ADMINISTRATO | $4,021 | $0 |
| Capital Group Retirement Plan | RECORDKEEPER | $2,310 | $0 |