Adapt Of The Hudson Valley, Inc. 401(K) Plan — Form 5500 plan (Adapt Of The Hudson Valley, 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, Adapt Of The Hudson Valley, Inc. 401(K) Plan is a benefit plan reported by Adapt Of The Hudson Valley, Inc. under EIN 86-2864372 and plan number 001. The latest loaded filing year is 2023. The filing reports 553 participants and $3,164,595 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Adapt Of The Hudson Valley, Inc.
EIN
86-2864372
Plan number
001
Plan type
2
Location
Middletown, NY
Latest filing year
2023
Participants
553
End-of-year plan assets
$3,164,595

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023553H, C20250530160129NAL0008239521001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,164,595
Total liabilities (EOY)
$0
Net assets (EOY)
$3,164,595
Net assets (BOY)
$568,827

Income & contributions

Employer contributions
$563,454
Participant contributions
$478,475
Total contributions
$2,464,264
Total income / additions
$2,630,585

Expenses & distributions

Benefits paid
$16,385
Administrative expenses
$18,432
Total expenses
$34,817
Net increase / (decrease)
$2,595,768

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Benefit Plan Admin ServiceN/A$15,731$02023
Focused Wealth ManagementN/A$2,701$02023

Related Form 5500 pages