2023 Form 5500 filing — Adapt Of The Hudson Valley, Inc. 401(K) 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 20250530160129NAL0008239521001) for Adapt Of The Hudson Valley, Inc. 401(K) Plan, reported by Adapt Of The Hudson Valley, Inc. under EIN 86-2864372 and plan number 001. It reports 553 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250530160129NAL0008239521001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Adapt Of The Hudson Valley, Inc.
- EIN
- 86-2864372
- Plan number
- 001
- Location
- Middletown, NY
- Participants
- 553
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,164,595
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,164,595
- Employer contributions
- $563,454
- Participant contributions
- $478,475
- Total income / additions
- $2,630,585
- Benefits paid
- $16,385
- Administrative expenses
- $18,432
- Total expenses
- $34,817
- Net increase / (decrease)
- $2,595,768
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benefit Plan Admin Service | N/A | $15,731 | $0 |
| Focused Wealth Management | N/A | $2,701 | $0 |