2023 Form 5500 filing — Sitrin 403b 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 20241015111649NAL0016213955001) for Sitrin 403b Plan, reported by Charles T. Sitrin Health Care Center under EIN 22-3100745 and plan number 001. It reports 563 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015111649NAL0016213955001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Charles T. Sitrin Health Care Center
- EIN
- 22-3100745
- Plan number
- 001
- Location
- New Hartford, NY
- Participants
- 563
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,751,327
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,751,327
- Employer contributions
- $184,228
- Participant contributions
- $538,280
- Total income / additions
- $2,415,913
- Benefits paid
- $2,060,474
- Administrative expenses
- $97,153
- Total expenses
- $2,157,627
- Net increase / (decrease)
- $258,286
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American Trust Company | CONTRACT ADMIN | $53,614 | $0 |
| Paradigm Consulting, Inc. | INVESTMENT ADVISORY | $33,044 | not reported in the loaded dataset |
| Fust Charles Chambers, Llp | AUDITOR | $10,495 | not reported in the loaded dataset |