America Works Of New York, Inc. Retirement Plan — Form 5500 plan (America Works Of New York, Inc.)

Plain-English plan 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, America Works Of New York, Inc. Retirement Plan is a benefit plan reported by America Works Of New York, Inc. under EIN 04-3030234 and plan number 001. The latest loaded filing year is 2023. The filing reports 185 participants and $8,530,325 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
America Works Of New York, Inc.
EIN
04-3030234
Plan number
001
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
185
End-of-year plan assets
$8,530,325

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023185H, C20241010085725NAL0019835969001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,530,325
Total liabilities (EOY)
$0
Net assets (EOY)
$8,530,325
Net assets (BOY)
$7,423,328

Income & contributions

Employer contributions
$279,407
Participant contributions
$652,450
Total contributions
$936,236
Total income / additions
$2,194,980

Expenses & distributions

Benefits paid
$1,019,550
Administrative expenses
$68,433
Total expenses
$1,087,983
Net increase / (decrease)
$1,106,997

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$23,011$02023
Ddk & Company LlpACCOUNTANT/AUDITOR$21,000not reported in the loaded dataset2023
Jp Morgan Securities LLCADVISOR$19,456not reported in the loaded dataset2023

Related Form 5500 pages