403(B) Thrift Plan Sponsored By Legal Services — Form 5500 plan (Legal Services Of The Hudson Valley)
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, 403(B) Thrift Plan Sponsored By Legal Services is a benefit plan reported by Legal Services Of The Hudson Valley under EIN 13-6265606 and plan number 003. The latest loaded filing year is 2023. The filing reports 219 participants and $15,599,783 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Legal Services Of The Hudson Valley
- EIN
- 13-6265606
- Plan number
- 003
- Plan type
- 2
- Location
- White Plains, NY
- Latest filing year
- 2023
- Participants
- 219
- End-of-year plan assets
- $15,599,783
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 219 | H, C | 20240920154507NAL0008063713002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,599,783
- Net assets (EOY)
- $15,599,783
- Net assets (BOY)
- $11,782,563
Income & contributions
- Employer contributions
- $850,610
- Participant contributions
- $978,569
- Total contributions
- $2,096,145
- Total income / additions
- $4,417,136
Expenses & distributions
- Benefits paid
- $599,530
- Administrative expenses
- $386
- Total expenses
- $599,916
- Net increase / (decrease)
- $3,817,220
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mutual Of America Life Insurance Co | INSURANCE CARRIER | $0 | $0 | 2023 |