Albany Ent & Allergy Services, Pc Profit Sharing Plan — Form 5500 plan (Albany Ent & Allergy Services, Pc)
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, Albany Ent & Allergy Services, Pc Profit Sharing Plan is a benefit plan reported by Albany Ent & Allergy Services, Pc under EIN 14-1604510 and plan number 002. The latest loaded filing year is 2023. The filing reports 163 participants and $16,174,291 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Albany Ent & Allergy Services, Pc
- EIN
- 14-1604510
- Plan number
- 002
- Plan type
- 2
- Location
- Albany, NY
- Latest filing year
- 2023
- Participants
- 163
- End-of-year plan assets
- $16,174,291
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 163 | H, C | 20241007102323NAL0030585506001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,174,291
- Net assets (EOY)
- $16,174,291
- Net assets (BOY)
- $13,135,404
Income & contributions
- Employer contributions
- $674,318
- Participant contributions
- $636,342
- Total contributions
- $1,452,192
- Total income / additions
- $3,622,277
Expenses & distributions
- Benefits paid
- $548,698
- Administrative expenses
- $34,692
- Total expenses
- $583,390
- Net increase / (decrease)
- $3,038,887
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $21,948 | $0 | 2023 |
| Empower Life & Annuity Insurance Co | RECORDKEEPER | $11,974 | $0 | 2023 |
| Creative Pension Consultants, Inc. | CONTRACT ADMIN | $0 | $5,000 | 2023 |
| Empower Advisory Group, LLC | INVESTEMENT MGMT | $1,585 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Albany Ent & Allergy Services, Pc
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Albany, NY
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Empower Life & Annuity Insurance Co — Schedule C compensation
- Creative Pension Consultants, Inc. — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation