2023 Form 5500 filing — The William George Agency For Children'S Services, Inc. Retirement 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 20241015151828NAL0028906929001) for The William George Agency For Children'S Services, Inc. Retirement Plan, reported by The Wm George Agency For Child Svcs under EIN 13-1857994 and plan number 009. It reports 393 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)$15.1MReported net assets$15,110,951
Participants393
Provider compensation$83.9K2 Schedule C row(s)$83,912
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015151828NAL0028906929001
Plan sponsor
The Wm George Agency For Child Svcs
EIN
13-1857994
Plan number
009
Location
Freeville, 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)$15.1M total assets
Net assets$15.1MLiabilities$0
Money in vs. money out
Total income / additions$4.1M
Total expenses$1.6M
Benefits paid / distributions$1.5M
Contributions
Employer$749.6K
Participant$977.5K
Full reported line items
Total assets (EOY)
$15,110,951
Total liabilities (EOY)
$0
Net assets (EOY)
$15,110,951
Employer contributions
$749,628
Participant contributions
$977,495
Total income / additions
$4,082,649
Benefits paid
$1,539,396
Administrative expenses
$83,912
Total expenses
$1,623,308
Net increase / (decrease)
$2,459,341
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $48.8K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $35.1K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015151828NAL0028906929001 cover?
It is the 2023 Form 5500 filing for The William George Agency For Children'S Services, Inc. Retirement Plan, reported by The Wm George Agency For Child Svcs (EIN 13-1857994).
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