2023 Form 5500 filing — Family Services, 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 20241015143350NAL0048423696001) for Family Services, Inc. 403(B) Plan, reported by Family Services, Inc. under EIN 14-1338399 and plan number 002. It reports 266 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015143350NAL0048423696001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Family Services, Inc.
- EIN
- 14-1338399
- Plan number
- 002
- Location
- Poughkeepsie, NY
- Participants
- 266
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,315,061
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,315,061
- Employer contributions
- $348,992
- Participant contributions
- $446,993
- Total income / additions
- $1,576,528
- Benefits paid
- $663,876
- Administrative expenses
- $59,595
- Total expenses
- $733,657
- Net increase / (decrease)
- $842,871
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benefit Plan Admin Services LLC | NONE | $34,961 | $0 |
| Marshall & Sterling Wealth Advisors | NONE | $24,634 | not reported in the loaded dataset |