Americares Foundation, Inc. Disc Contrib Plan — Form 5500 plan (Americares Foundation, Inc.)

Plain-English plan 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, Americares Foundation, Inc. Disc Contrib Plan is a benefit plan reported by Americares Foundation, Inc. under EIN 06-1008595 and plan number 001. The latest loaded filing year is 2023. The filing reports 397 participants and $31,744,956 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Americares Foundation, Inc.
EIN
06-1008595
Plan number
001
Plan type
2
Location
Stamford, CT
Latest filing year
2023
Participants
397
End-of-year plan assets
$31,744,956

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023397H, C20241008121423NAL0016595105001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$31,744,956
Total liabilities (EOY)
$0
Net assets (EOY)
$31,744,956
Net assets (BOY)
$26,831,550

Income & contributions

Employer contributions
$1,480,212
Participant contributions
$2,279,046
Total contributions
$3,983,126
Total income / additions
$7,713,828

Expenses & distributions

Benefits paid
$2,674,968
Administrative expenses
$124,827
Total expenses
$2,800,422
Net increase / (decrease)
$4,913,406

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch Retirement & BenefitNONE$84,814not reported in the loaded dataset2023
Ascensus LLCNONE$40,013$02023

Related Form 5500 pages