2023 Form 5500 filing — Easter Seals Alabama, Inc.403(B) 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 20250429125509NAL0000738992001) for Easter Seals Alabama, Inc.403(B) Plan, reported by Easter Seals Alabama, Inc. under EIN 63-0320188 and plan number 002. It reports 421 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250429125509NAL0000738992001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Easter Seals Alabama, Inc.
- EIN
- 63-0320188
- Plan number
- 002
- Location
- Montgomery, AL
- Participants
- 421
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,694,263
- Net assets (EOY)
- $5,694,263
- Employer contributions
- $188,498
- Participant contributions
- $360,906
- Total income / additions
- $1,328,671
- Benefits paid
- $681,805
- Administrative expenses
- $60,413
- Total expenses
- $742,218
- Net increase / (decrease)
- $586,453
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James | FINANCIAL ADVISOR | $0 | $8,182 |
| T. Rowe Price Rps, Inc. | RECORD KEEPER | $6,047 | not reported in the loaded dataset |
| Martin, Martin, Randall & Assoc | TPA | $1,200 | $906 |
| Envest | OTHER | not reported in the loaded dataset | $542 |