2023 Form 5500 filing — America Works Of New York, Inc. Retirement 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 20241010085725NAL0019835969001) for America Works Of New York, Inc. Retirement Plan, reported by America Works Of New York, Inc. under EIN 04-3030234 and plan number 001. It reports 185 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010085725NAL0019835969001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- America Works Of New York, Inc.
- EIN
- 04-3030234
- Plan number
- 001
- Location
- New York, NY
- Participants
- 185
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,530,325
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,530,325
- Employer contributions
- $279,407
- Participant contributions
- $652,450
- Total income / additions
- $2,194,980
- Benefits paid
- $1,019,550
- Administrative expenses
- $68,433
- Total expenses
- $1,087,983
- Net increase / (decrease)
- $1,106,997
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $23,011 | $0 |
| Ddk & Company Llp | ACCOUNTANT/AUDITOR | $21,000 | not reported in the loaded dataset |
| Jp Morgan Securities LLC | ADVISOR | $19,456 | not reported in the loaded dataset |