2023 Form 5500 filing — Access Supports For Living Inc. 403(B) 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 20241028162019NAL0003967393001) for Access Supports For Living Inc. 403(B) Retirement Plan, reported by Access Supports For Living Inc. under EIN 14-1471097 and plan number 002. It reports 2,837 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241028162019NAL0003967393001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Access Supports For Living Inc.
- EIN
- 14-1471097
- Plan number
- 002
- Location
- Middletown, NY
- Participants
- 2,837
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $49,752,837
- Net assets (EOY)
- $49,752,837
- Employer contributions
- $2,189,481
- Participant contributions
- $2,992,947
- Total income / additions
- $12,765,770
- Benefits paid
- $3,244,139
- Administrative expenses
- $284,728
- Total expenses
- $3,528,867
- Net increase / (decrease)
- $9,236,903
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Life & Annuity Insurance Co | RECORDKEEPER | $227,913 | $0 |
| Alliancebernstein Lp | INVESTMENT ADVISOR | $70,405 | not reported in the loaded dataset |