Northern Rivers Family Services, Inc. And Member Agencies Retirement Plan — Form 5500 plan (Northern Rivers Family Services, 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, Northern Rivers Family Services, Inc. And Member Agencies Retirement Plan is a benefit plan reported by Northern Rivers Family Services, Inc. under EIN 46-0759782 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,130 participants and $53,047,359 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Northern Rivers Family Services, Inc.
- EIN
- 46-0759782
- Plan number
- 001
- Plan type
- 2
- Location
- Albany, NY
- Latest filing year
- 2023
- Participants
- 2,130
- End-of-year plan assets
- $53,047,359
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,130 | H, C | 20250410093120NAL0040758082001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $53,047,359
- Total liabilities (EOY)
- $19,210
- Net assets (EOY)
- $53,028,149
- Net assets (BOY)
- $46,651,337
Income & contributions
- Employer contributions
- $2,657,511
- Participant contributions
- $2,414,159
- Total contributions
- $5,149,192
- Total income / additions
- $11,331,562
Expenses & distributions
- Benefits paid
- $4,779,507
- Administrative expenses
- $155,643
- Total expenses
- $4,954,750
- Net increase / (decrease)
- $6,376,812
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nbt Bancorp Na | NONE | $155,643 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $26 | $14,226 | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
| Epic Retirement Plan Services | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Northern Rivers Family Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Albany, NY
- Nbt Bancorp Na — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- Epic Retirement Plan Services — Schedule C compensation