Anthony L Jordan Health Center Inc Pre-Tax Savings Plan — Form 5500 plan (Anthony L Jordan Health Center 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, Anthony L Jordan Health Center Inc Pre-Tax Savings Plan is a benefit plan reported by Anthony L Jordan Health Center Inc under EIN 16-0977295 and plan number 001. The latest loaded filing year is 2023. The filing reports 347 participants and $11,935,841 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Anthony L Jordan Health Center Inc
- EIN
- 16-0977295
- Plan number
- 001
- Plan type
- 2
- Location
- Rochester, NY
- Latest filing year
- 2023
- Participants
- 347
- End-of-year plan assets
- $11,935,841
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 347 | H, C | 20241015151200NAL0058351746001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,935,841
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,935,841
- Net assets (BOY)
- $10,478,635
Income & contributions
- Employer contributions
- $533,994
- Participant contributions
- $704,330
- Total contributions
- $1,249,287
- Total income / additions
- $3,189,759
Expenses & distributions
- Benefits paid
- $1,629,347
- Administrative expenses
- $100,373
- Total expenses
- $1,732,553
- Net increase / (decrease)
- $1,457,206
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benefit Plans Admin Services | NONE | $56,185 | $0 | 2023 |
| Alesco Advisors LLC | NONE | $44,188 | $0 | 2023 |