Masonic Care Community Of Ny 403(B) Retirement Savings Plan — Form 5500 plan (Masonic Care Community Of Ny)
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, Masonic Care Community Of Ny 403(B) Retirement Savings Plan is a benefit plan reported by Masonic Care Community Of Ny under EIN 13-5563012 and plan number 002. The latest loaded filing year is 2023. The filing reports 829 participants and $13,320,636 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Masonic Care Community Of Ny
- EIN
- 13-5563012
- Plan number
- 002
- Plan type
- 2
- Location
- Utica, NY
- Latest filing year
- 2023
- Participants
- 829
- End-of-year plan assets
- $13,320,636
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 829 | H, C | 20241015102341NAL0014395267001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,320,636
- Total liabilities (EOY)
- $12,798
- Net assets (EOY)
- $13,307,838
- Net assets (BOY)
- $10,763,776
Income & contributions
- Employer contributions
- $860,530
- Participant contributions
- $920,557
- Total contributions
- $1,836,528
- Total income / additions
- $3,650,158
Expenses & distributions
- Benefits paid
- $1,033,346
- Administrative expenses
- $72,750
- Total expenses
- $1,106,096
- Net increase / (decrease)
- $2,544,062
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benefit Plan Admin Services, Inc | NONE | $43,450 | $0 | 2023 |
| Healthcare Community Securities Crp | NONE | $29,300 | not reported in the loaded dataset | 2023 |