Associated Employers For The Help Of The Developmentally Disabled 403(B) Plan — Form 5500 plan (Nassau County Ahrc Foundation, 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, Associated Employers For The Help Of The Developmentally Disabled 403(B) Plan is a benefit plan reported by Nassau County Ahrc Foundation, Inc. under EIN 11-1720254 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,589 participants and $70,970,634 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Nassau County Ahrc Foundation, Inc.
- EIN
- 11-1720254
- Plan number
- 002
- Plan type
- 2
- Location
- Brookville, NY
- Latest filing year
- 2023
- Participants
- 2,589
- End-of-year plan assets
- $70,970,634
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,589 | H, C | 20241015161814NAL0058676162001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $70,970,634
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $70,970,634
- Net assets (BOY)
- $58,827,482
Income & contributions
- Employer contributions
- $2,915,479
- Participant contributions
- $2,490,661
- Total contributions
- $5,564,011
- Total income / additions
- $15,651,943
Expenses & distributions
- Benefits paid
- $2,857,004
- Administrative expenses
- $239,499
- Total expenses
- $3,096,503
- Net increase / (decrease)
- $12,555,440
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co Of America | NONE | $193,047 | $0 | 2023 |
| Global Retirement Partners LLC | NONE | $36,312 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | NONE | $10,140 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Nassau County Ahrc Foundation, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Brookville, NY
- Empower Annuity Ins Co Of America — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation