401(A) Profit-Sharing Plan For Employees Of Legal Assistance Of Western New York, Inc. — Form 5500 plan (Legal Assistance Of Western New York, 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, 401(A) Profit-Sharing Plan For Employees Of Legal Assistance Of Western New York, Inc. is a benefit plan reported by Legal Assistance Of Western New York, Inc. under EIN 16-0955954 and plan number 002. The latest loaded filing year is 2023. The filing reports 196 participants and $2,116,401 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Legal Assistance Of Western New York, Inc.
EIN
16-0955954
Plan number
002
Plan type
2
Location
Geneva, NY
Latest filing year
2023
Participants
196
End-of-year plan assets
$2,116,401

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023196H, C20241015133805NAL0028600561001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,116,401
Total liabilities (EOY)
$0
Net assets (EOY)
$2,116,401
Net assets (BOY)
$1,892,851

Income & contributions

Employer contributions
$154,782
Participant contributions
$0
Total contributions
$154,782
Total income / additions
$443,956

Expenses & distributions

Benefits paid
$219,821
Administrative expenses
$585
Total expenses
$220,406
Net increase / (decrease)
$223,550

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mutual Of America Investment CorpRECORD KEEPER$585$02023

Related Form 5500 pages