2023 Form 5500 filing — Abbott House 403(B) 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 20241007102348NAL0007483907001) for Abbott House 403(B) Plan, reported by Abbott House, Inc. under EIN 13-1991946 and plan number 004. It reports 765 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007102348NAL0007483907001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Abbott House, Inc.
- EIN
- 13-1991946
- Plan number
- 004
- Location
- Irvington, NY
- Participants
- 765
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,266,521
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,266,521
- Employer contributions
- $0
- Participant contributions
- $540,384
- Total income / additions
- $1,458,513
- Benefits paid
- $901,359
- Administrative expenses
- $1,881
- Total expenses
- $948,752
- Net increase / (decrease)
- $509,761
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Metlife Life Insurance Company | RECORDKEEPER | $2,525 | $0 |