Wraparound Services Of The Hudson Valley Defined Contribution Plan — Form 5500 plan (Wraparound 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, Wraparound Services Of The Hudson Valley Defined Contribution Plan is a benefit plan reported by Wraparound Services Of The Hudson Valley under EIN 14-1377518 and plan number 002. The latest loaded filing year is 2023. The filing reports 311 participants and $5,489,423 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wraparound Services Of The Hudson Valley
- EIN
- 14-1377518
- Plan number
- 002
- Plan type
- 2
- Location
- Lake Katrine, NY
- Latest filing year
- 2023
- Participants
- 311
- End-of-year plan assets
- $5,489,423
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 311 | H, C | 20241009170201NAL0010865315001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,489,423
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,489,423
- Net assets (BOY)
- $4,635,963
Income & contributions
- Employer contributions
- $523,438
- Total contributions
- $523,438
- Total income / additions
- $1,244,769
Expenses & distributions
- Benefits paid
- $348,932
- Administrative expenses
- $42,377
- Total expenses
- $391,309
- Net increase / (decrease)
- $853,460
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $23,298 | $0 | 2023 |
| Focused Wealth Management | ADVISOR | $19,080 | not reported in the loaded dataset | 2023 |