2023 Form 5500 filing — The Legal Aid Society Of Rochester, Inc. 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 20250110100559NAL0022540496001) for The Legal Aid Society Of Rochester, Inc. Retirement Plan, reported by Legal Aid Society Of Rochester, Inc. under EIN 16-0743070 and plan number 002. It reports 121 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)$7.3MReported net assets$7,289,102
Participants121
Provider compensation$23.4K3 Schedule C row(s)$23,361
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250110100559NAL0022540496001
Plan sponsor
Legal Aid Society Of Rochester, Inc.
EIN
16-0743070
Plan number
002
Location
Rochester, NY
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$7.3M total assets
Net assets$7.3MLiabilities$0
Money in vs. money out
Total income / additions$1.7M
Total expenses$138.6K
Benefits paid / distributions$113.5K
Contributions
Employer$174K
Participant$461.2K
Full reported line items
Total assets (EOY)
$7,289,102
Total liabilities (EOY)
$0
Net assets (EOY)
$7,289,102
Employer contributions
$174,013
Participant contributions
$461,168
Total income / additions
$1,686,912
Benefits paid
$113,495
Administrative expenses
$23,361
Total expenses
$138,594
Net increase / (decrease)
$1,548,318
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISOR · Direct $12.3K
  2. 2
    RECORDKEEPER · Direct $9.8K · Indirect $0
  3. 3
    INVESTMENT MGMT · Direct $1.3K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250110100559NAL0022540496001 cover?
It is the 2023 Form 5500 filing for The Legal Aid Society Of Rochester, Inc. Retirement Plan, reported by Legal Aid Society Of Rochester, Inc. (EIN 16-0743070).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages