2023 Form 5500 filing — Lollypop Farm, Humane Society Of Greater Rochester 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 20250219061946NAL0003196195001) for Lollypop Farm, Humane Society Of Greater Rochester Retirement Plan, reported by Humane Society Of Rochester And Monroe County, For The P.C.A., Inc. under EIN 16-0743047 and plan number 002. It reports 142 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)$6.3MReported net assets$6,328,753
Participants142
Provider compensation$45.7K3 Schedule C row(s)$45,701
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250219061946NAL0003196195001
Plan sponsor
Humane Society Of Rochester And Monroe County, For The P.C.A., Inc.
EIN
16-0743047
Plan number
002
Location
Fairport, 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)$6.4M total assets
Net assets$6.3MLiabilities$25.6K
Money in vs. money out
Total income / additions$1.4M
Total expenses$245.8K
Benefits paid / distributions$188.3K
Contributions
Employer$198.5K
Participant$417.6K
Full reported line items
Total assets (EOY)
$6,354,374
Total liabilities (EOY)
$25,621
Net assets (EOY)
$6,328,753
Employer contributions
$198,537
Participant contributions
$417,587
Total income / additions
$1,431,052
Benefits paid
$188,252
Administrative expenses
$55,090
Total expenses
$245,765
Net increase / (decrease)
$1,185,287
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $21K · Indirect $1.8K
  2. 2
    FINANCIAL ADVISOR · Direct $13.3K · Indirect $0
  3. 3
    TPA · Direct $9.7K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250219061946NAL0003196195001 cover?
It is the 2023 Form 5500 filing for Lollypop Farm, Humane Society Of Greater Rochester Retirement Plan, reported by Humane Society Of Rochester And Monroe County, For The P.C.A., Inc. (EIN 16-0743047).
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