Focused Wealth Management. — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Focused Wealth Management. is reported as a service provider on 8 loaded Form 5500 filing(s) across 8 plan sponsor(s) and 8 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $212,447 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $212,447
- Reported indirect compensation
- $0
- Total reported compensation
- $212,447
- Filings
- 8
- Plan sponsors
- 8
- Plans
- 8
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| National Kidney Foundation, Inc. | NY | 1 | $77,124 |
| Richmond Childrens Center, Inc. Dba Richmond Community Services | NY | 1 | $65,353 |
| Jawonio, Inc. | NY | 1 | $34,271 |
| Wraparound Services Of The Hudson Valley | NY | 1 | $19,080 |
| Access Physical Therapy & Wellne | NY | 1 | $6,692 |
| Regional Economic Community Action Program, Inc | NY | 1 | $6,597 |
| Adapt Of The Hudson Valley, Inc. | NY | 1 | $2,701 |
| Mental Health Association Of Nassau County, Inc | NY | 1 | $629 |
State footprint
Plans reporting Focused Wealth Management. are sponsored in NY (8).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| National Kidney Foundation, Inc. | National Kidney Foundation Retirement Savings Plan | 2023 | $77,124 | not reported in the loaded dataset |
| Richmond Childrens Center, Inc. Dba Richmond Community Services | Richmond Children'S Center, Inc. 403(B) Plan | 2023 | $65,353 | $0 |
| Jawonio, Inc. | Jawonio, Inc. 403(B)Thrift Plan | 2023 | $34,271 | not reported in the loaded dataset |
| Wraparound Services Of The Hudson Valley | Wraparound Services Of The Hudson Valley Defined Contribution Plan | 2023 | $19,080 | not reported in the loaded dataset |
| Access Physical Therapy & Wellne | Access Physical Therapy & Wellness 401(K) Plan | 2023 | $6,692 | $0 |
| Regional Economic Community Action Program, Inc | Recap 401(K) Retirement Plan | 2023 | $6,597 | not reported in the loaded dataset |
| Adapt Of The Hudson Valley, Inc. | Adapt Of The Hudson Valley, Inc. 401(K) Plan | 2023 | $2,701 | $0 |
| Mental Health Association Of Nassau County, Inc | Mental Health Association Of Nassau County 403(B) Plan | 2023 | $629 | $0 |
Related Form 5500 pages
- National Kidney Foundation Retirement Savings Plan (plan 003)
- National Kidney Foundation, Inc. — all reported plans
- Richmond Children'S Center, Inc. 403(B) Plan (plan 004)
- Richmond Childrens Center, Inc. Dba Richmond Community Services — all reported plans
- Jawonio, Inc. 403(B)Thrift Plan (plan 002)
- Jawonio, Inc. — all reported plans
- Wraparound Services Of The Hudson Valley Defined Contribution Plan (plan 002)
- Wraparound Services Of The Hudson Valley — all reported plans
- Access Physical Therapy & Wellness 401(K) Plan (plan 001)
- Access Physical Therapy & Wellne — all reported plans
- Recap 401(K) Retirement Plan (plan 001)
- Regional Economic Community Action Program, Inc — all reported plans
- Adapt Of The Hudson Valley, Inc. 401(K) Plan (plan 001)
- Adapt Of The Hudson Valley, Inc. — all reported plans
- Mental Health Association Of Nassau County 403(B) Plan (plan 003)
- Mental Health Association Of Nassau County, Inc — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources