Resource Center For Independent Living, Inc. Retirement Plan And Trust — Form 5500 plan (Resource Center For Independent Living, 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, Resource Center For Independent Living, Inc. Retirement Plan And Trust is a benefit plan reported by Resource Center For Independent Living, Inc. under EIN 22-2518284 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,518 participants and $20,389,165 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Resource Center For Independent Living, Inc.
EIN
22-2518284
Plan number
001
Plan type
2
Location
Utica, NY
Latest filing year
2023
Participants
5,518
End-of-year plan assets
$20,389,165

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20235,518H, C20241010062329NAL0019709073001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,389,165
Total liabilities (EOY)
$0
Net assets (EOY)
$20,389,165
Net assets (BOY)
$17,139,898

Income & contributions

Employer contributions
$1,125,715
Participant contributions
$1,011,553
Total contributions
$2,228,912
Total income / additions
$4,998,066

Expenses & distributions

Benefits paid
$1,722,757
Administrative expenses
$26,042
Total expenses
$1,748,799
Net increase / (decrease)
$3,249,267

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ascensus LLCNONE$18,180$02023
InvescoNONE$7,862not reported in the loaded dataset2023

Related Form 5500 pages