2023 Form 5500 filing — Tax Deferred Annuity Plan For Legal Assistance Of Western New York, Inc.
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 20241015133905NAL0028603681001) for Tax Deferred Annuity Plan For Legal Assistance Of Western New York, Inc., reported by Legal Assistance Of Western New York, Inc. under EIN 16-0955954 and plan number 003. It reports 207 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015133905NAL0028603681001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Legal Assistance Of Western New York, Inc.
- EIN
- 16-0955954
- Plan number
- 003
- Location
- Geneva, NY
- Participants
- 207
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,972,399
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,972,399
- Employer contributions
- $0
- Participant contributions
- $429,480
- Total income / additions
- $2,019,599
- Benefits paid
- $1,017,176
- Administrative expenses
- $669
- Total expenses
- $1,017,845
- Net increase / (decrease)
- $1,001,754
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mutual Of America Investment Corp | RECORD KEEPER | $669 | $0 |