2023 Form 5500 filing — 403(B) Thrift Plan For Astor Services For Children And Families

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 20241121124518NAL0000545825001) for 403(B) Thrift Plan For Astor Services For Children And Families, reported by Astor Services For Children And Families under EIN 14-1397918 and plan number 002. It reports 1,011 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241121124518NAL0000545825001
Filing year
2023
Form type
2
Plan sponsor
Astor Services For Children And Families
EIN
14-1397918
Plan number
002
Location
Rhinebeck, NY
Participants
1,011
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$28,524,623
Total liabilities (EOY)
$0
Net assets (EOY)
$28,524,623
Employer contributions
$1,622,087
Participant contributions
$1,179,782
Total income / additions
$6,907,934
Benefits paid
$1,722,786
Administrative expenses
$6,475
Total expenses
$1,729,261
Net increase / (decrease)
$5,178,673
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Mutual Of America Investment CorpINSURANCE CARRIER$6,475$0

Related Form 5500 pages