The Caring Coalition Of Central New York Tax Deferred Annuity Plan — Form 5500 plan (The Caring Coalition Of Central New York)
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, The Caring Coalition Of Central New York Tax Deferred Annuity Plan is a benefit plan reported by The Caring Coalition Of Central New York under EIN 16-1047041 and plan number 001. The latest loaded filing year is 2023. The filing reports 217 participants and $9,235,547 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Caring Coalition Of Central New York
- EIN
- 16-1047041
- Plan number
- 001
- Plan type
- 2
- Location
- Liverpool, NY
- Latest filing year
- 2023
- Participants
- 217
- End-of-year plan assets
- $9,235,547
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 217 | H, C | 20250312101417NAL0010093811001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,235,547
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,235,547
- Net assets (BOY)
- $7,794,273
Income & contributions
- Employer contributions
- $247,898
- Participant contributions
- $405,707
- Total contributions
- $653,605
- Total income / additions
- $1,958,649
Expenses & distributions
- Benefits paid
- $486,122
- Administrative expenses
- $31,253
- Total expenses
- $517,375
- Net increase / (decrease)
- $1,441,274
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lpl Financial | INVESTMENT ADVISOR | $23,894 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Servc | RECORDKEEPER | $7,910 | $0 | 2023 |
| Lifetime Benefit Solutions Inc | CONTRACT ADMIN | $950 | not reported in the loaded dataset | 2023 |
| Bpas | CONTRACT ADMIN | $455 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Caring Coalition Of Central New York
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Liverpool, NY
- Lpl Financial — Schedule C compensation
- Capital Group Retirement Plan Servc — Schedule C compensation
- Lifetime Benefit Solutions Inc — Schedule C compensation
- Bpas — Schedule C compensation