Tax Deferred Annuity Plan Of Literacy West Ny, Inc. — Form 5500 plan (Literacy West Ny, 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, Tax Deferred Annuity Plan Of Literacy West Ny, Inc. is a benefit plan reported by Literacy West Ny, Inc. under EIN 22-2936506 and plan number 001. The latest loaded filing year is 2023. The filing reports 23 participants and $154,227 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Literacy West Ny, Inc.
- EIN
- 22-2936506
- Plan number
- 001
- Plan type
- 2
- Location
- Belmont, NY
- Latest filing year
- 2023
- Participants
- 23
- End-of-year plan assets
- $154,227
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 23 | I | 20241118164604NAL0001494721001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $154,227
- Net assets (EOY)
- $154,227
- Net assets (BOY)
- $113,687
Income & contributions
- Employer contributions
- $23,526
- Participant contributions
- $21,573
- Total income / additions
- $61,054
Expenses & distributions
- Benefits paid
- $19,824
- Administrative expenses
- $690
- Total expenses
- $20,514
- Net increase / (decrease)
- $40,540
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.