Easter Seals Alabama, Inc.403(B) Plan — 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, Easter Seals Alabama, Inc.403(B) Plan is a benefit plan reported by Easter Seals Alabama, Inc. under EIN 63-0320188 and plan number 002. The latest loaded filing year is 2023. The filing reports 421 participants and $5,694,263 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
- 002
- Plan type
- 2
- Location
- Montgomery, AL
- Latest filing year
- 2023
- Participants
- 421
- End-of-year plan assets
- $5,694,263
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 421 | H, C | 20250429125509NAL0000738992001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,694,263
- Net assets (EOY)
- $5,694,263
- Net assets (BOY)
- $5,107,810
Income & contributions
- Employer contributions
- $188,498
- Participant contributions
- $360,906
- Total contributions
- $577,074
- Total income / additions
- $1,328,671
Expenses & distributions
- Benefits paid
- $681,805
- Administrative expenses
- $60,413
- Total expenses
- $742,218
- Net increase / (decrease)
- $586,453
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Raymond James | FINANCIAL ADVISOR | $0 | $8,182 | 2023 |
| T. Rowe Price Rps, Inc. | RECORD KEEPER | $6,047 | not reported in the loaded dataset | 2023 |
| Martin, Martin, Randall & Assoc | TPA | $1,200 | $906 | 2023 |
| Envest | OTHER | not reported in the loaded dataset | $542 | 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
- Raymond James — Schedule C compensation
- T. Rowe Price Rps, Inc. — Schedule C compensation
- Martin, Martin, Randall & Assoc — Schedule C compensation
- Envest — Schedule C compensation