2023 Form 5500 filing — Retirement Plan Of Easter Seals Alabama, 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 20250416153304NAL0002300947001) for Retirement Plan Of Easter Seals Alabama, Inc., reported by Easter Seals Alabama, Inc. under EIN 63-0320188 and plan number 001. It reports 352 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250416153304NAL0002300947001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Easter Seals Alabama, Inc.
- EIN
- 63-0320188
- Plan number
- 001
- Location
- Montgomery, AL
- Participants
- 352
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,725,083
- Net assets (EOY)
- $16,725,083
- Employer contributions
- $431,430
- Total income / additions
- $2,244,390
- Benefits paid
- $1,779,519
- Administrative expenses
- $435,488
- Total expenses
- $2,215,007
- Net increase / (decrease)
- $29,383
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $67,196 | $0 |
| Cri | ACCOUNTANT | $36,150 | not reported in the loaded dataset |
| Raymond James Financial | INVESTMENT ADVISORY | $33,430 | not reported in the loaded dataset |
| Martin Martin Randall & Assoc, Inc. | ACTUARY | $24,230 | not reported in the loaded dataset |
| Principal Global Investors, LLC | INVESTMENT ADVISORY | $11,186 | not reported in the loaded dataset |