2023 Form 5500 filing — Family Residences Retirement & 401(K) Savings 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 20241015104443NAL0014424339001) for Family Residences Retirement & 401(K) Savings Plan, reported by Family Residences & Essential under EIN 11-2420547 and plan number 002. It reports 2,342 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 3 · 2023
Filing snapshot
Net assets (EOY)$67.7MReported net assets$67,722,083
Participants2.3K2,342
Provider compensation$210.8K1 Schedule C row(s)$210,848
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015104443NAL0014424339001
- Plan sponsor
- Family Residences & Essential
- EIN
- 11-2420547
- Plan number
- 002
- Location
- Old Bethpage, NY
- Received date
- not reported in the loaded dataset
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)$67.7M total assets
Net assets$67.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $67,722,083
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $67,722,083
- Employer contributions
- $4,552,130
- Participant contributions
- $5,139,947
- Total income / additions
- $18,870,435
- Benefits paid
- $6,185,175
- Administrative expenses
- $211,738
- Total expenses
- $6,459,759
- Net increase / (decrease)
- $12,410,676
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $210,848 | $0 |