2023 Form 5500 filing — Clinical Associates Of The Finger Lakes 401(K) 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 20250108140638NAL0018208960001) for Clinical Associates Of The Finger Lakes 401(K) Plan, reported by Therapeutic Management Services, Inc. under EIN 46-5705688 and plan number 002. It reports 139 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250108140638NAL0018208960001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Therapeutic Management Services, Inc.
- EIN
- 46-5705688
- Plan number
- 002
- Location
- Victor, NY
- Participants
- 139
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,157,399
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,157,399
- Employer contributions
- $7,047
- Participant contributions
- $339,088
- Total income / additions
- $1,373,071
- Benefits paid
- $452,271
- Administrative expenses
- $14,234
- Total expenses
- $466,505
- Net increase / (decrease)
- $906,566
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners LLC | SERVICE PROVIDER | $0 | $24,151 |