2023 Form 5500 filing — Tax Deferred Annuity Plan Of Riseboro Community Partnership, 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 20241028115158NAL0002049603001) for Tax Deferred Annuity Plan Of Riseboro Community Partnership, Inc., reported by Riseboro Community Partnership, Inc. under EIN 11-2453853 and plan number 002. It reports 730 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241028115158NAL0002049603001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Riseboro Community Partnership, Inc.
- EIN
- 11-2453853
- Plan number
- 002
- Location
- Brooklyn, NY
- Participants
- 730
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,496,792
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,496,792
- Participant contributions
- $1,531,396
- Total income / additions
- $2,813,639
- Benefits paid
- $727,199
- Administrative expenses
- $45,369
- Total expenses
- $772,568
- Net increase / (decrease)
- $2,041,071
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $45,209 | $0 |
| Advus Financial Partners LLC | INVESTMENT ADVISORY | $0 | $3,000 |