2023 Form 5500 filing — Recap 401(K) Retirement 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 20241015164547NAL0016906515001) for Recap 401(K) Retirement Plan, reported by Regional Economic Community Action Program, Inc under EIN 14-1493667 and plan number 001. It reports 185 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015164547NAL0016906515001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Regional Economic Community Action Program, Inc
- EIN
- 14-1493667
- Plan number
- 001
- Location
- Middletown, NY
- Participants
- 185
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,573,207
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,573,207
- Participant contributions
- $171,825
- Total income / additions
- $439,218
- Benefits paid
- $51,334
- Administrative expenses
- $17,892
- Total expenses
- $69,226
- Net increase / (decrease)
- $369,992
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $11,295 | $0 |
| Focused Wealth Management. | NONE | $6,597 | not reported in the loaded dataset |