2023 Form 5500 filing — Aid To The Developmentally Disabled, Inc. 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 20240927073657NAL0001062339001) for Aid To The Developmentally Disabled, Inc. Retirement Plan, reported by Aid To The Developmentally Disabled under EIN 11-2573451 and plan number 001. It reports 343 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)$5.9MReported net assets$5,901,122
Participants343
Provider compensation$35.2K2 Schedule C row(s)$35,168
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240927073657NAL0001062339001
Plan sponsor
Aid To The Developmentally Disabled
EIN
11-2573451
Plan number
001
Location
Riverhead, 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)$5.9M total assets
Net assets$5.9MLiabilities$0
Money in vs. money out
Total income / additions$1M
Total expenses$934K
Benefits paid / distributions$894K
Contributions
EmployerNot reported
Participant$170.5K
Full reported line items
Total assets (EOY)
$5,901,122
Total liabilities (EOY)
$0
Net assets (EOY)
$5,901,122
Participant contributions
$170,470
Total income / additions
$1,045,970
Benefits paid
$893,955
Administrative expenses
$33,203
Total expenses
$933,967
Net increase / (decrease)
$112,003
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $21.1K · Indirect $0
  2. 2
    FINANCIAL ADVISOR · Direct $14.1K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240927073657NAL0001062339001 cover?
It is the 2023 Form 5500 filing for Aid To The Developmentally Disabled, Inc. Retirement Plan, reported by Aid To The Developmentally Disabled (EIN 11-2573451).
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