2023 Form 5500 filing — Abvi-Goodwill Pension 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 20250311150234NAL0009324275001) for Abvi-Goodwill Pension Plan, reported by Abvi-Goodwill under EIN 16-0743906 and plan number 001. It reports 104 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250311150234NAL0009324275001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Abvi-Goodwill
- EIN
- 16-0743906
- Plan number
- 001
- Location
- Rochester, NY
- Participants
- 104
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,226
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,226
- Total income / additions
- $53,898
- Benefits paid
- $3,603,398
- Administrative expenses
- $93,382
- Total expenses
- $4,150,218
- Net increase / (decrease)
- -$4,096,320
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bonadio & Co., Llp | NONE | $30,650 | not reported in the loaded dataset |
| Benefits Management Inc | NONE | $22,625 | not reported in the loaded dataset |
| Jackson Lewis, Pc | NONE | $18,821 | not reported in the loaded dataset |
| Alesco Advisors | NONE | $6,368 | not reported in the loaded dataset |
| M&T Investment Group | NONE | $4,933 | not reported in the loaded dataset |