Retirement Plan Of Easter Seals Alabama, Inc. — Form 5500 plan (Easter Seals Alabama, 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, Retirement Plan Of Easter Seals Alabama, Inc. is a benefit plan reported by Easter Seals Alabama, Inc. under EIN 63-0320188 and plan number 001. The latest loaded filing year is 2023. The filing reports 352 participants and $16,725,083 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Easter Seals Alabama, Inc.
- EIN
- 63-0320188
- Plan number
- 001
- Plan type
- 2
- Location
- Montgomery, AL
- Latest filing year
- 2023
- Participants
- 352
- End-of-year plan assets
- $16,725,083
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 352 | H, C | 20250416153304NAL0002300947001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,725,083
- Net assets (EOY)
- $16,725,083
- Net assets (BOY)
- $16,695,700
Income & contributions
- Employer contributions
- $431,430
- Total contributions
- $431,430
- Total income / additions
- $2,244,390
Expenses & distributions
- Benefits paid
- $1,779,519
- Administrative expenses
- $435,488
- Total expenses
- $2,215,007
- Net increase / (decrease)
- $29,383
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $67,196 | $0 | 2023 |
| Cri | ACCOUNTANT | $36,150 | not reported in the loaded dataset | 2023 |
| Raymond James Financial | INVESTMENT ADVISORY | $33,430 | not reported in the loaded dataset | 2023 |
| Martin Martin Randall & Assoc, Inc. | ACTUARY | $24,230 | not reported in the loaded dataset | 2023 |
| Principal Global Investors, LLC | INVESTMENT ADVISORY | $11,186 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Easter Seals Alabama, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in AL
- 401(k) and benefit plan filings in Montgomery, AL
- Principal Life Insurance Company — Schedule C compensation
- Cri — Schedule C compensation
- Raymond James Financial — Schedule C compensation
- Martin Martin Randall & Assoc, Inc. — Schedule C compensation
- Principal Global Investors, LLC — Schedule C compensation