Plan5500

Syracuse Home Association Retirement Plan — Form 5500 plan (Syracuse Home Association)

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, Syracuse Home Association Retirement Plan is a benefit plan reported by Syracuse Home Association under EIN 15-0533582 and plan number 001. The latest loaded filing year is 2023. The filing reports 205 participants and $9,989,854 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Syracuse Home Association
EIN
15-0533582
Plan number
001
Plan type
2
Location
Baldwinsville, NY
Latest filing year
2023
Participants
205
End-of-year plan assets
$9,989,854

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023205H, C20240912090839NAL0004964707001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,989,854
Total liabilities (EOY)
$0
Net assets (EOY)
$9,989,854
Net assets (BOY)
$9,908,751

Income & contributions

Employer contributions
$342,233
Participant contributions
$354,467
Total contributions
$711,186
Total income / additions
$2,305,449

Expenses & distributions

Benefits paid
$2,121,517
Administrative expenses
$102,829
Total expenses
$2,224,346
Net increase / (decrease)
$81,103

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$83,139$02023
Cetera Advisor Networks LLCINVESTMENT ADVISORY$0$18,9442023
Bonadio & Co., LlpACCOUNTANT$9,899not reported in the loaded dataset2023
Courier Capital LLCINVESTMENT ADVISORY$9,793not reported in the loaded dataset2023
Cetera Investment Advisers LLCINVESTMENT ADVISORY$0$6,3882023

Related Form 5500 pages