2023 Form 5500 filing — 2035 Target Retirement Account Iv If
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 20241004111049NAL0022548274001) for 2035 Target Retirement Account Iv If, reported by Sentry Life Insurance Company Of New York under EIN 16-0919109 and plan number 082. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
Form 5500 4 · 2023
Filing snapshot
Net assets (EOY)$4.7MReported net assets$4,680,657
ParticipantsNot reported
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
- EFAST2 acknowledgement
- 20241004111049NAL0022548274001
- Plan sponsor
- Sentry Life Insurance Company Of New York
- EIN
- 16-0919109
- Plan number
- 082
- Location
- Syracuse, 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)$4.7M total assets
Net assets$4.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $4,680,657
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,680,657
- Employer contributions
- $1,192,428
- Total income / additions
- $1,833,747
- Benefits paid
- $695,686
- Administrative expenses
- $20,930
- Total expenses
- $716,616
- Net increase / (decrease)
- $1,117,131