2023 Form 5500 filing — Labella Associates Profit Sharing / 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 20250814083611NAL0011682592001) for Labella Associates Profit Sharing / 401(K) Plan, reported by Labella Associates, D.P.C. under EIN 16-1115731 and plan number 002. It reports 1,793 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250814083611NAL0011682592001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Labella Associates, D.P.C.
- EIN
- 16-1115731
- Plan number
- 002
- Location
- Rochester, NY
- Participants
- 1,793
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $150,053,174
- Total liabilities (EOY)
- $22,483
- Net assets (EOY)
- $150,030,691
- Employer contributions
- $2,431,751
- Participant contributions
- $12,742,935
- Total income / additions
- $50,006,328
- Benefits paid
- $10,584,351
- Administrative expenses
- $141,005
- Total expenses
- $10,777,852
- Net increase / (decrease)
- $39,228,476
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Waterford Group, LLC | INVESTMENT/FINANCIAL ADVI | $122,172 | $0 |
| Adp, Inc. | RECORD KEEPER | $18,833 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |