2023 Form 5500 filing — Advance Care Alliance Of New York Inc. 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 20241015083629NAL0015994755001) for Advance Care Alliance Of New York Inc. 403(B) Plan, reported by Advance Care Alliance Of New York Inc. under EIN 46-5489816 and plan number 001. It reports 1,024 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$14MReported net assets$13,967,615
Participants1K1,024
Provider compensation$172.8K2 Schedule C row(s)$172,822
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015083629NAL0015994755001
Plan sponsor
Advance Care Alliance Of New York Inc.
EIN
46-5489816
Plan number
001
Location
New York, NY
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$14M total assets
Net assets$14MLiabilities$0
Money in vs. money out
Total income / additions$7.1M
Total expenses$939.3K
Benefits paid / distributions$761.1K
Contributions
Employer$3.6M
Participant$1.4M
Full reported line items
Total assets (EOY)
$13,967,615
Total liabilities (EOY)
$0
Net assets (EOY)
$13,967,615
Employer contributions
$3,554,670
Participant contributions
$1,446,343
Total income / additions
$7,093,208
Benefits paid
$761,079
Administrative expenses
$150,842
Total expenses
$939,282
Net increase / (decrease)
$6,153,926
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    CONTRACT ADMINISTRATOR · Direct $150.8K · Indirect $0
  2. 2
    INVESTMENT ADVISORY · Direct $0 · Indirect $22K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015083629NAL0015994755001 cover?
It is the 2023 Form 5500 filing for Advance Care Alliance Of New York Inc. 403(B) Plan, reported by Advance Care Alliance Of New York Inc. (EIN 46-5489816).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages