2023 Form 5500 filing — Elizabeth Wende Breast Care LLC 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 20241012082044NAL0039584896001) for Elizabeth Wende Breast Care LLC Retirement Plan, reported by Elizabeth Wende Breast Care, LLC under EIN 26-1124473 and plan number 003. It reports 143 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241012082044NAL0039584896001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Elizabeth Wende Breast Care, LLC
- EIN
- 26-1124473
- Plan number
- 003
- Location
- Rochester, NY
- Participants
- 143
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,682,384
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,682,384
- Employer contributions
- $500,000
- Total income / additions
- $971,304
- Benefits paid
- $118,580
- Administrative expenses
- $26,730
- Total expenses
- $145,310
- Net increase / (decrease)
- $825,994
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Waterford Group LLC | NONE | $26,730 | not reported in the loaded dataset |