403(B) Thrift Plan Sponsored By Legal Services — Form 5500 plan (Legal Services Of The Hudson Valley)
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, 403(B) Thrift Plan Sponsored By Legal Services is a benefit plan reported by Legal Services Of The Hudson Valley under EIN 13-6265606 and plan number 003. The latest loaded filing year is 2023. The filing reports 219 participants and $15,599,783 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$15.6MPlan net assets, end of year$15,599,783
Participants219Covered participants reported
Assets / participant$71.2KComputed: assets ÷ participants$71,232 (computed)
Provider compensationNone reported1 Schedule C provider row(s)
- Plan sponsor
- Legal Services Of The Hudson Valley
- EIN
- 13-6265606
- Plan number
- 003
- Plan type
- 2
- Location
- White Plains, NY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 219 | H, C | 20240920154507NAL0008063713002 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$15.6M total assets
Net assets$15.6MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $15,599,783
- Net assets (EOY)
- $15,599,783
- Net assets (BOY)
- $11,782,563
Income & contributions
- Employer contributions
- $850,610
- Participant contributions
- $978,569
- Total contributions
- $2,096,145
- Total income / additions
- $4,417,136
Expenses & distributions
- Benefits paid
- $599,530
- Administrative expenses
- $386
- Total expenses
- $599,916
- Net increase / (decrease)
- $3,817,220
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
47%53%
Employer 47%Participant 53%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income14%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mutual Of America Life Insurance Co | INSURANCE CARRIER | $0 | $0 | 2023 |