2023 Form 5500 filing — Retirement Plan For Employees Of The Rochester Friendly Home
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 20241015151539NAL0028899457001) for Retirement Plan For Employees Of The Rochester Friendly Home, reported by Rochester Friendly Home under EIN 16-0743132 and plan number 001. It reports 125 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015151539NAL0028899457001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rochester Friendly Home
- EIN
- 16-0743132
- Plan number
- 001
- Location
- Rochester, NY
- Participants
- 125
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- -$3,703,715
- Total income / additions
- -$3,284,261
- Benefits paid
- $6,096,811
- Administrative expenses
- $95,894
- Total expenses
- $6,192,705
- Net increase / (decrease)
- -$9,476,966
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bpas Actuarial And Pension Services | NONE | $69,490 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney LLC. | NONE | $12,096 | not reported in the loaded dataset |
| First State Trust Company | NONE | $3,396 | not reported in the loaded dataset |