2023 Form 5500 filing — Rochester Friendly Home 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 20241015155132NAL0050286800001) for Rochester Friendly Home 403(B) Plan, reported by Rochester Friendly Home under EIN 16-0743132 and plan number 002. It reports 569 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$9.4MReported net assets$9,386,174
Participants569
Provider compensation$18.8K1 Schedule C row(s)$18,791
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015155132NAL0050286800001
- Plan sponsor
- Rochester Friendly Home
- EIN
- 16-0743132
- Plan number
- 002
- Location
- Rochester, NY
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$9.4M total assets
Net assets$9.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $9,386,174
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,386,174
- Employer contributions
- $657,175
- Participant contributions
- $726,045
- Total income / additions
- $2,922,951
- Benefits paid
- $660,530
- Administrative expenses
- $37,562
- Total expenses
- $698,430
- Net increase / (decrease)
- $2,224,521
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Usi Consulting Group | N/A | $18,791 | $0 |