The Children'S Home Of Poughkeepsie 403(B) Plan — Form 5500 plan (The Children'S Home Of Poughkeepsie)
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, The Children'S Home Of Poughkeepsie 403(B) Plan is a benefit plan reported by The Children'S Home Of Poughkeepsie under EIN 14-1364662 and plan number 002. The latest loaded filing year is 2023. The filing reports 394 participants and $12,455,109 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Children'S Home Of Poughkeepsie
- EIN
- 14-1364662
- Plan number
- 002
- Plan type
- 2
- Location
- Poughkeepsie, NY
- Latest filing year
- 2023
- Participants
- 394
- End-of-year plan assets
- $12,455,109
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 394 | H, C | 20241014083937NAL0026836385001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,455,109
- Total liabilities (EOY)
- $3,906
- Net assets (EOY)
- $12,451,203
- Net assets (BOY)
- $10,611,565
Income & contributions
- Employer contributions
- $596,655
- Participant contributions
- $556,251
- Total contributions
- $1,153,027
- Total income / additions
- $2,709,542
Expenses & distributions
- Benefits paid
- $827,276
- Administrative expenses
- $19,984
- Total expenses
- $869,904
- Net increase / (decrease)
- $1,839,638
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The David J Yvars Group | INVESTMENT ADVISOR | $38,566 | $0 | 2023 |
| Creative Pension Consultants, Inc | CONTRACT ADMI N | $26,498 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,647 | $0 | 2023 |
| Empower Life & Annuity Insurance Co | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Children'S Home Of Poughkeepsie
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Poughkeepsie, NY
- The David J Yvars Group — Schedule C compensation
- Creative Pension Consultants, Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Life & Annuity Insurance Co — Schedule C compensation