Plan5500

Hudson Valley Care Partners Cash Balance Plan — Form 5500 plan (Hudson Valley Care Partners, LLC)

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, Hudson Valley Care Partners Cash Balance Plan is a benefit plan reported by Hudson Valley Care Partners, LLC under EIN 51-0491047 and plan number 002. The latest loaded filing year is 2023. The filing reports 119 participants and $1,608,867 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hudson Valley Care Partners, LLC
EIN
51-0491047
Plan number
002
Plan type
2
Location
Highland, NY
Latest filing year
2023
Participants
119
End-of-year plan assets
$1,608,867

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023119H, C20250102104043NAL0001923457001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,608,867
Total liabilities (EOY)
$0
Net assets (EOY)
$1,608,867
Net assets (BOY)
$1,531,138

Income & contributions

Total contributions
$0
Total income / additions
$216,866

Expenses & distributions

Benefits paid
$132,121
Administrative expenses
$7,016
Total expenses
$139,137
Net increase / (decrease)
$77,729

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Manufacturers And Traders Trust Co.NONE$6,236not reported in the loaded dataset2023

Related Form 5500 pages