Schenectady Family Health Services 401(K) Plan — Form 5500 plan (Schenectady Family Health Services)
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, Schenectady Family Health Services 401(K) Plan is a benefit plan reported by Schenectady Family Health Services under EIN 14-1636222 and plan number 001. The latest loaded filing year is 2023. The filing reports 193 participants and $8,297,698 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Schenectady Family Health Services
- EIN
- 14-1636222
- Plan number
- 001
- Plan type
- 2
- Location
- Schenectady, NY
- Latest filing year
- 2023
- Participants
- 193
- End-of-year plan assets
- $8,297,698
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 193 | H, C | 20241001085716NAL0006530081001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,297,698
- Total liabilities (EOY)
- $46,542
- Net assets (EOY)
- $8,251,156
- Net assets (BOY)
- $6,354,001
Income & contributions
- Employer contributions
- $337,976
- Participant contributions
- $611,672
- Total contributions
- $979,958
- Total income / additions
- $2,168,550
Expenses & distributions
- Benefits paid
- $194,867
- Administrative expenses
- $33,970
- Total expenses
- $271,395
- Net increase / (decrease)
- $1,897,155
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nbt Bancorp Na | NONE | $33,988 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |