2023 Form 5500 filing — Acadia Hr Mep 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 20241015062203NAL0028872417001) for Acadia Hr Mep Plan, reported by Hudson Valley Staff, Ltd. Dba Acadia Hr under EIN 14-1725479 and plan number 001. It reports 445 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015062203NAL0028872417001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Hudson Valley Staff, Ltd. Dba Acadia Hr
- EIN
- 14-1725479
- Plan number
- 001
- Location
- Red Hook, NY
- Participants
- 445
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,247,969
- Total liabilities (EOY)
- $46,837
- Net assets (EOY)
- $10,201,132
- Employer contributions
- $211,964
- Participant contributions
- $878,769
- Total income / additions
- $2,426,691
- Benefits paid
- $1,041,345
- Administrative expenses
- $140,321
- Total expenses
- $1,181,666
- Net increase / (decrease)
- $1,245,025
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Compass 360, LLC | RECORDKEEPER | $62,967 | $87 |
| Transamerica Financial Life Ins Co | RECORDKEEPER | $50,432 | $0 |
| Beyond Wealth Management Group LLC | INVESTMENT ADVISORY-PLAN | $25,166 | not reported in the loaded dataset |
| Mesirow Financial, Inc. | INVESTMENT ADVISORY-PLAN | $1,756 | $0 |