2023 Form 5500 filing — Ability Partners 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 20240930094626NAL0005543185001) for Ability Partners Retirement Plan, reported by Finger Lakes United Cerebral Palsy, Inc. under EIN 16-0965912 and plan number 001. It reports 1,031 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930094626NAL0005543185001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Finger Lakes United Cerebral Palsy, Inc.
- EIN
- 16-0965912
- Plan number
- 001
- Location
- Geneva, NY
- Participants
- 1,031
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,010,423
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,010,423
- Participant contributions
- $724,559
- Total income / additions
- $3,931,445
- Benefits paid
- $2,387,999
- Administrative expenses
- $113,787
- Total expenses
- $2,501,786
- Net increase / (decrease)
- $1,429,659
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | RECORDKEEPER | $39,364 | $0 |
| Commonwealth Financial Network | ADVISORY | $0 | not reported in the loaded dataset |
| Teachers Insurance And Annuity Asso | RECORDKEEPER | $0 | $0 |