Acadia Hr Mep Plan — Form 5500 plan (Hudson Valley Staff, Ltd. Dba Acadia Hr)
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, Acadia Hr Mep Plan is a benefit plan reported by Hudson Valley Staff, Ltd. Dba Acadia Hr under EIN 14-1725479 and plan number 001. The latest loaded filing year is 2023. The filing reports 445 participants and $10,247,969 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hudson Valley Staff, Ltd. Dba Acadia Hr
- EIN
- 14-1725479
- Plan number
- 001
- Plan type
- 3
- Location
- Red Hook, NY
- Latest filing year
- 2023
- Participants
- 445
- End-of-year plan assets
- $10,247,969
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 445 | H, C | 20241015062203NAL0028872417001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,247,969
- Total liabilities (EOY)
- $46,837
- Net assets (EOY)
- $10,201,132
- Net assets (BOY)
- $7,866,944
Income & contributions
- Employer contributions
- $211,964
- Participant contributions
- $878,769
- Total contributions
- $1,109,280
- Total income / additions
- $2,426,691
Expenses & distributions
- Benefits paid
- $1,041,345
- Administrative expenses
- $140,321
- Total expenses
- $1,181,666
- Net increase / (decrease)
- $1,245,025
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Compass 360, LLC | RECORDKEEPER | $62,967 | $87 | 2023 |
| Transamerica Financial Life Ins Co | RECORDKEEPER | $50,432 | $0 | 2023 |
| Beyond Wealth Management Group LLC | INVESTMENT ADVISORY-PLAN | $25,166 | not reported in the loaded dataset | 2023 |
| Mesirow Financial, Inc. | INVESTMENT ADVISORY-PLAN | $1,756 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hudson Valley Staff, Ltd. Dba Acadia Hr
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Red Hook, NY
- Compass 360, LLC — Schedule C compensation
- Transamerica Financial Life Ins Co — Schedule C compensation
- Beyond Wealth Management Group LLC — Schedule C compensation
- Mesirow Financial, Inc. — Schedule C compensation