Access Supports For Living Inc. 403(B) Retirement Plan — Form 5500 plan (Access Supports For Living 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, Access Supports For Living Inc. 403(B) Retirement Plan is a benefit plan reported by Access Supports For Living Inc. under EIN 14-1471097 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,837 participants and $49,752,837 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Access Supports For Living Inc.
EIN
14-1471097
Plan number
002
Plan type
2
Location
Middletown, NY
Latest filing year
2023
Participants
2,837
End-of-year plan assets
$49,752,837

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,837H, C20241028162019NAL0003967393001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$49,752,837
Net assets (EOY)
$49,752,837
Net assets (BOY)
$40,515,934

Income & contributions

Employer contributions
$2,189,481
Participant contributions
$2,992,947
Total contributions
$5,647,558
Total income / additions
$12,765,770

Expenses & distributions

Benefits paid
$3,244,139
Administrative expenses
$284,728
Total expenses
$3,528,867
Net increase / (decrease)
$9,236,903

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Life & Annuity Insurance CoRECORDKEEPER$227,913$02023
Alliancebernstein LpINVESTMENT ADVISOR$70,405not reported in the loaded dataset2023

Related Form 5500 pages