2023 Form 5500 filing — Schenectady Family Health Services 401(K) 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 20241001085716NAL0006530081001) for Schenectady Family Health Services 401(K) Plan, reported by Schenectady Family Health Services under EIN 14-1636222 and plan number 001. It reports 193 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001085716NAL0006530081001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Schenectady Family Health Services
- EIN
- 14-1636222
- Plan number
- 001
- Location
- Schenectady, NY
- Participants
- 193
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,297,698
- Total liabilities (EOY)
- $46,542
- Net assets (EOY)
- $8,251,156
- Employer contributions
- $337,976
- Participant contributions
- $611,672
- Total income / additions
- $2,168,550
- Benefits paid
- $194,867
- Administrative expenses
- $33,970
- Total expenses
- $271,395
- Net increase / (decrease)
- $1,897,155
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nbt Bancorp Na | NONE | $33,988 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |