2023 Form 5500 filing — Albany Ent & Allergy Services, Pc Profit Sharing 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 20241007102323NAL0030585506001) for Albany Ent & Allergy Services, Pc Profit Sharing Plan, reported by Albany Ent & Allergy Services, Pc under EIN 14-1604510 and plan number 002. It reports 163 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007102323NAL0030585506001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Albany Ent & Allergy Services, Pc
- EIN
- 14-1604510
- Plan number
- 002
- Location
- Albany, NY
- Participants
- 163
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,174,291
- Net assets (EOY)
- $16,174,291
- Employer contributions
- $674,318
- Participant contributions
- $636,342
- Total income / additions
- $3,622,277
- Benefits paid
- $548,698
- Administrative expenses
- $34,692
- Total expenses
- $583,390
- Net increase / (decrease)
- $3,038,887
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $21,948 | $0 |
| Empower Life & Annuity Insurance Co | RECORDKEEPER | $11,974 | $0 |
| Creative Pension Consultants, Inc. | CONTRACT ADMIN | $0 | $5,000 |
| Empower Advisory Group, LLC | INVESTEMENT MGMT | $1,585 | $0 |