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, Tax Deferred Annuity Plan For 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 003. The latest loaded filing year is 2023. The filing reports 207 participants and $10,972,399 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,972,399
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,972,399
- Net assets (BOY)
- $9,970,645
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $429,480
- Total contributions
- $532,828
- Total income / additions
- $2,019,599
Expenses & distributions
- Benefits paid
- $1,017,176
- Administrative expenses
- $669
- Total expenses
- $1,017,845
- Net increase / (decrease)
- $1,001,754