2023 Form 5500 filing — Visiting Nurse Association Of Albany 403(B) 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 20240814112742NAL0006770387001) for Visiting Nurse Association Of Albany 403(B) Plan, reported by Visiting Nurse Association Of Albany, Inc. under EIN 14-1340125 and plan number 002. It reports 183 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)$8.6MReported net assets$8,570,450
Participants183
Provider compensation$62.5K4 Schedule C row(s)$62,503
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240814112742NAL0006770387001
Plan sponsor
Visiting Nurse Association Of Albany, Inc.
EIN
14-1340125
Plan number
002
Location
Albany, 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)$8.6M total assets
Net assets$8.6MLiabilities$0
Money in vs. money out
Total income / additions$1.6M
Total expenses$1.3M
Benefits paid / distributions$1.2M
Contributions
Employer$109.6K
Participant$382.5K
Full reported line items
Total assets (EOY)
$8,570,450
Total liabilities (EOY)
$0
Net assets (EOY)
$8,570,450
Employer contributions
$109,564
Participant contributions
$382,505
Total income / additions
$1,639,448
Benefits paid
$1,224,582
Administrative expenses
$57,470
Total expenses
$1,282,052
Net increase / (decrease)
$357,396
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT ADVISOR · Direct $31.8K
  2. 2
    RECORDKEEPER · Direct $23.4K · Indirect $0
  3. 3
    TPA · Direct $0 · Indirect $5.5K
  4. 4
    INVESTMENT MGMT · Direct $1.8K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240814112742NAL0006770387001 cover?
It is the 2023 Form 5500 filing for Visiting Nurse Association Of Albany 403(B) Plan, reported by Visiting Nurse Association Of Albany, Inc. (EIN 14-1340125).
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