2023 Form 5500 filing — Tax Deferred Annuity Plan Of Literacy West Ny, Inc.
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 20241118164604NAL0001494721001) for Tax Deferred Annuity Plan Of Literacy West Ny, Inc., reported by Literacy West Ny, Inc. under EIN 22-2936506 and plan number 001. It reports 23 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241118164604NAL0001494721001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Literacy West Ny, Inc.
- EIN
- 22-2936506
- Plan number
- 001
- Location
- Belmont, NY
- Participants
- 23
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $154,227
- Net assets (EOY)
- $154,227
- Employer contributions
- $23,526
- Participant contributions
- $21,573
- Total income / additions
- $61,054
- Benefits paid
- $19,824
- Administrative expenses
- $690
- Total expenses
- $20,514
- Net increase / (decrease)
- $40,540
- Schedule source
- Schedule I