Clinical Associates Of The Finger Lakes 401(K) Plan — Form 5500 plan (Therapeutic Management 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, Clinical Associates Of The Finger Lakes 401(K) Plan is a benefit plan reported by Therapeutic Management Services, Inc. under EIN 46-5705688 and plan number 002. The latest loaded filing year is 2023. The filing reports 139 participants and $8,157,399 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Therapeutic Management Services, Inc.
EIN
46-5705688
Plan number
002
Plan type
2
Location
Victor, NY
Latest filing year
2023
Participants
139
End-of-year plan assets
$8,157,399

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023139H, C20250108140638NAL0018208960001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,157,399
Total liabilities (EOY)
$0
Net assets (EOY)
$8,157,399
Net assets (BOY)
$7,250,833

Income & contributions

Employer contributions
$7,047
Participant contributions
$339,088
Total contributions
$347,487
Total income / additions
$1,373,071

Expenses & distributions

Benefits paid
$452,271
Administrative expenses
$14,234
Total expenses
$466,505
Net increase / (decrease)
$906,566

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Global Retirement Partners LLCSERVICE PROVIDER$0$24,1512023

Related Form 5500 pages