2023 Form 5500 filing — Section 403(B) Retirement Plan For Amida Care, Inc.

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 20240913095734NAL0021313794001) for Section 403(B) Retirement Plan For Amida Care, Inc., reported by Amida Care, Inc. under EIN 13-4154068 and plan number 001. It reports 221 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)$14.8MReported net assets$14,800,760
Participants221
Provider compensation$82.8K4 Schedule C row(s)$82,805
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240913095734NAL0021313794001
Plan sponsor
Amida Care, Inc.
EIN
13-4154068
Plan number
001
Location
New York, NY
Received date
not reported in the loaded dataset
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)$14.8M total assets
Net assets$14.8MLiabilities$0
Money in vs. money out
Total income / additions$3.7M
Total expenses$943.5K
Benefits paid / distributions$832K
Contributions
Employer$530.6K
Participant$926.6K
Full reported line items
Total assets (EOY)
$14,800,760
Total liabilities (EOY)
$0
Net assets (EOY)
$14,800,760
Employer contributions
$530,593
Participant contributions
$926,560
Total income / additions
$3,715,243
Benefits paid
$832,001
Administrative expenses
$84,007
Total expenses
$943,484
Net increase / (decrease)
$2,771,759

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
NationwideINVEST MGMT RECORDKEEPER$43,975$119
Global Retirement Partners, LLCBROKER$25,813not reported in the loaded dataset
Iron Co Fid Index ComprehensiveADVISOR$6,599not reported in the loaded dataset
Aps PentegraCONTRACT ADMIN$6,299not reported in the loaded dataset

Related Form 5500 pages