2023 Form 5500 filing — Hudson Valley Care Partners Cash Balance 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 20250102104043NAL0001923457001) for Hudson Valley Care Partners Cash Balance Plan, reported by Hudson Valley Care Partners, LLC under EIN 51-0491047 and plan number 002. It reports 119 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250102104043NAL0001923457001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hudson Valley Care Partners, LLC
- EIN
- 51-0491047
- Plan number
- 002
- Location
- Highland, NY
- Participants
- 119
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,608,867
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,608,867
- Total income / additions
- $216,866
- Benefits paid
- $132,121
- Administrative expenses
- $7,016
- Total expenses
- $139,137
- Net increase / (decrease)
- $77,729
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Manufacturers And Traders Trust Co. | NONE | $6,236 | not reported in the loaded dataset |