Advocates Incorporated 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Advocates Incorporated)
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, Advocates Incorporated 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Advocates Incorporated under EIN 16-1453716 and plan number 001. The latest loaded filing year is 2023. The filing reports 486 participants and $2,618,767 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Advocates Incorporated
- EIN
- 16-1453716
- Plan number
- 001
- Plan type
- 2
- Location
- Liverpool, NY
- Latest filing year
- 2023
- Participants
- 486
- End-of-year plan assets
- $2,618,767
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 486 | H, C | 20241011075026NAL0010709827001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,618,767
- Net assets (EOY)
- $2,618,767
- Net assets (BOY)
- $1,758,211
Income & contributions
- Employer contributions
- $149,663
- Participant contributions
- $487,950
- Total contributions
- $692,114
- Total income / additions
- $1,061,621
Expenses & distributions
- Benefits paid
- $171,654
- Administrative expenses
- $29,411
- Total expenses
- $201,065
- Net increase / (decrease)
- $860,556
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $28,408 | $0 | 2023 |
| Royal Alliance Associates Inc. | INVESTMENT ADVISORY | $0 | $14,541 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Advocates Incorporated
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Liverpool, NY
- Principal Life Insurance Company — Schedule C compensation
- Royal Alliance Associates Inc. — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation