2023 Form 5500 filing — Suny Cobleskill Auxiliary Services, Inc. 403(B) Retirement Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240730093913NAL0019816993001) for Suny Cobleskill Auxiliary Services, Inc. 403(B) Retirement Plan, reported by Suny Cobleskill Auxiliary Services, Inc under EIN 14-1416206 and plan number 001. It reports 215 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$9.3MReported net assets$9,287,016
Participants215
Provider compensation$6.2K1 Schedule C row(s)$6,245
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240730093913NAL0019816993001
Plan sponsor
Suny Cobleskill Auxiliary Services, Inc
EIN
14-1416206
Plan number
001
Location
Cobleskill, NY
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$9.3M total assets
Net assets$9.3MLiabilities
Money in vs. money out
Total income / additions$1.4M
Total expenses$401K
Benefits paid / distributions$394.8K
Contributions
Employer$157.8K
Participant$223.9K
Full reported line items
Total assets (EOY)
$9,287,016
Net assets (EOY)
$9,287,016
Employer contributions
$157,803
Participant contributions
$223,884
Total income / additions
$1,425,482
Benefits paid
$394,814
Administrative expenses
$6,212
Total expenses
$401,026
Net increase / (decrease)
$1,024,456
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    Tiaa$6.2K
    PARTY-IN-INTEREST · Direct $6.2K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240730093913NAL0019816993001 cover?
It is the 2023 Form 5500 filing for Suny Cobleskill Auxiliary Services, Inc. 403(B) Retirement Plan, reported by Suny Cobleskill Auxiliary Services, Inc (EIN 14-1416206).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages