2023 Form 5500 filing — Unity House Of Troy, Inc. 403b Dc Plan And Tda 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 20240923111855NAL0020292112001) for Unity House Of Troy, Inc. 403b Dc Plan And Tda Plan, reported by Unity House Of Troy, Inc. under EIN 23-2378930 and plan number 001. It reports 699 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923111855NAL0020292112001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Unity House Of Troy, Inc.
- EIN
- 23-2378930
- Plan number
- 001
- Location
- Troy, NY
- Participants
- 699
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,356,863
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,356,863
- Employer contributions
- $450,608
- Participant contributions
- $423,822
- Total income / additions
- $4,764,576
- Benefits paid
- $1,497,185
- Administrative expenses
- $66,601
- Total expenses
- $1,563,786
- Net increase / (decrease)
- $3,200,790
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mm Wealth Management | ADVISOR | $40,636 | not reported in the loaded dataset |
| The Vanguard Group, Inc. | RECORDKEEPER | $23,249 | $0 |
| Tiaa | RECORDKEEPER | $371 | $0 |