2023 Form 5500 filing — Syracuse Home Association 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 20240912090839NAL0004964707001) for Syracuse Home Association Retirement Plan, reported by Syracuse Home Association under EIN 15-0533582 and plan number 001. It reports 205 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240912090839NAL0004964707001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Syracuse Home Association
- EIN
- 15-0533582
- Plan number
- 001
- Location
- Baldwinsville, NY
- Participants
- 205
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,989,854
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,989,854
- Employer contributions
- $342,233
- Participant contributions
- $354,467
- Total income / additions
- $2,305,449
- Benefits paid
- $2,121,517
- Administrative expenses
- $102,829
- Total expenses
- $2,224,346
- Net increase / (decrease)
- $81,103
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $83,139 | $0 |
| Cetera Advisor Networks LLC | INVESTMENT ADVISORY | $0 | $18,944 |
| Bonadio & Co., Llp | ACCOUNTANT | $9,899 | not reported in the loaded dataset |
| Courier Capital LLC | INVESTMENT ADVISORY | $9,793 | not reported in the loaded dataset |
| Cetera Investment Advisers LLC | INVESTMENT ADVISORY | $0 | $6,388 |