Advocates Incorporated — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Advocates Incorporated (EIN 16-1453716) is a plan sponsor located in Liverpool, NY with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
16-1453716
Location
Liverpool, NY
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$2,618,767
Total reported net assets (EOY)
$2,618,767

Contributions & income

Employer contributions
$149,663
Participant contributions
$487,950
Total income / additions
$1,061,621

Expenses & distributions

Benefits paid / distributions
$171,654
Total expenses
$201,065
Net increase / (decrease)
$860,556

Coverage

Total reported participants
1,130
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Advocates Incorporated plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Advocates Incorporated 401(K) Profit Sharing Plan And Trust001486$2,618,7672023
Advocates, Inc.501644not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Advocates Incorporated
YearPlanParticipantsSchedulesFiling
2023Advocates Incorporated 401(K) Profit Sharing Plan And Trust486H, C20241011075026NAL0010709827001
2023Advocates, Inc.64420250910102103NAL0035353920001

Related Form 5500 pages