Hellenic American Neighborhood Action Committee 403(B) Erisa Retirement Plan — Form 5500 plan (Hellenic American Neighborhood Action Committee)
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, Hellenic American Neighborhood Action Committee 403(B) Erisa Retirement Plan is a benefit plan reported by Hellenic American Neighborhood Action Committee under EIN 11-2290832 and plan number 001. The latest loaded filing year is 2023. The filing reports 339 participants and $4,893,946 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hellenic American Neighborhood Action Committee
- EIN
- 11-2290832
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 339
- End-of-year plan assets
- $4,893,946
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 339 | H, C | 20250319101211NAL0007256368001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,893,946
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,893,946
- Net assets (BOY)
- $4,521,432
Income & contributions
- Employer contributions
- $189,890
- Participant contributions
- $327,096
- Total contributions
- $516,986
- Total income / additions
- $989,164
Expenses & distributions
- Benefits paid
- $586,414
- Administrative expenses
- $30,236
- Total expenses
- $616,650
- Net increase / (decrease)
- $372,514
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | RECORDKEEPER | $16,972 | $1 | 2023 |
| Aps - Pentegra | PLAN ADMIN | $5,561 | not reported in the loaded dataset | 2023 |
| Lpl Financial, LLC | BROKER | $0 | $2,620 | 2023 |
| Mml Insurance Agency/Investor Svcs | ADVISOR | $0 | $2,236 | 2023 |
| Iron-Co-Fid-Index-Comprehensive | BROKER | $1,059 | not reported in the loaded dataset | 2023 |
| Mml Investors Services, LLC | BROKER | $0 | $384 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hellenic American Neighborhood Action Committee
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Nationwide — Schedule C compensation
- Aps - Pentegra — Schedule C compensation
- Lpl Financial, LLC — Schedule C compensation
- Mml Insurance Agency/Investor Svcs — Schedule C compensation
- Iron-Co-Fid-Index-Comprehensive — Schedule C compensation
- Mml Investors Services, LLC — Schedule C compensation