Plan5500

2023 Form 5500 filing — Ssoba Defined Contribution Retirement Fund

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 20250616143538NAL0001551680003) for Ssoba Defined Contribution Retirement Fund, reported by Ssoba Defined Contribution Retirement Fund under EIN 26-0584149 and plan number 001. It reports 1,030 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250616143538NAL0001551680003
Filing year
2023
Form type
1
Plan sponsor
Ssoba Defined Contribution Retirement Fund
EIN
26-0584149
Plan number
001
Location
West Babylon, NY
Participants
1,030
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$17,139,314
Total liabilities (EOY)
$147,573
Net assets (EOY)
$16,991,741
Employer contributions
$2,636,691
Participant contributions
$454,260
Total income / additions
$5,738,108
Benefits paid
$1,494,632
Administrative expenses
$398,552
Total expenses
$1,893,184
Net increase / (decrease)
$3,844,924
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Transamerica Retirement Solutions,RECORDKEEPER$61,376$0
James R. Grisi, LLCLEGAL SERVICES$42,943not reported in the loaded dataset
Citrin Cooperman Advisors LLCACCOUNTANT$21,005not reported in the loaded dataset
Aurora Private Wealth IncINVESTMENT ADVISORY-PLAN$20,271not reported in the loaded dataset
Peak Retirement Group, LLCTHIRD PARTY ADMINISTRATOR$9,544not reported in the loaded dataset
Daniel H Cook AssociatesCONTRIBUTIONS PROCESSING$6,000not reported in the loaded dataset

Related Form 5500 pages