Employees' Retirement Plan Of The Kensico Cemetery — Form 5500 plan (The Kensico Cemetery)
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, Employees' Retirement Plan Of The Kensico Cemetery is a benefit plan reported by The Kensico Cemetery under EIN 13-1715053 and plan number 001. The latest loaded filing year is 2023. The filing reports 125 participants and $19,470,920 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Kensico Cemetery
- EIN
- 13-1715053
- Plan number
- 001
- Plan type
- 2
- Location
- Valhalla, NY
- Latest filing year
- 2023
- Participants
- 125
- End-of-year plan assets
- $19,470,920
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 125 | H, C | 20240801080958NAL0013336611001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,470,920
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,470,920
- Net assets (BOY)
- $17,157,798
Income & contributions
- Employer contributions
- $700,000
- Total contributions
- $700,000
- Total income / additions
- $3,110,598
Expenses & distributions
- Benefits paid
- $680,189
- Administrative expenses
- $117,287
- Total expenses
- $797,476
- Net increase / (decrease)
- $2,313,122
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bank Of America, N.A. | NONE | $117,287 | not reported in the loaded dataset | 2023 |