2023 Form 5500 filing — Accesscny, Inc. Employees' Retirement Plan And Trust

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 20241008093322NAL0034267010001) for Accesscny, Inc. Employees' Retirement Plan And Trust, reported by Accesscny, Inc. under EIN 15-0532247 and plan number 001. It reports 1,425 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241008093322NAL0034267010001
Filing year
2023
Form type
2
Plan sponsor
Accesscny, Inc.
EIN
15-0532247
Plan number
001
Location
Syracuse, NY
Participants
1,425
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$14,722,897
Total liabilities (EOY)
$17,122
Net assets (EOY)
$14,705,775
Employer contributions
$356,277
Participant contributions
$784,506
Total income / additions
$3,125,705
Benefits paid
$1,576,806
Administrative expenses
$109,302
Total expenses
$1,686,175
Net increase / (decrease)
$1,439,530
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Transamerica Retirement SolutionsRECORDKEEPER$88,382$0
Actuarial Pension Analysts IncSERVICE PROVIDER$20,920$0
Cambridge Investment ResearchBROKER$0not reported in the loaded dataset

Related Form 5500 pages