Retirement Plan For Employees Of The Rochester Friendly Home — Form 5500 plan (Rochester Friendly Home)
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, Retirement Plan For Employees Of The Rochester Friendly Home is a benefit plan reported by Rochester Friendly Home under EIN 16-0743132 and plan number 001. The latest loaded filing year is 2023. The filing reports 125 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rochester Friendly Home
- EIN
- 16-0743132
- Plan number
- 001
- Plan type
- 2
- Location
- Rochester, NY
- Latest filing year
- 2023
- Participants
- 125
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 125 | H, C | 20241015151539NAL0028899457001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $9,476,966
Income & contributions
- Employer contributions
- -$3,703,715
- Total contributions
- -$3,703,715
- Total income / additions
- -$3,284,261
Expenses & distributions
- Benefits paid
- $6,096,811
- Administrative expenses
- $95,894
- Total expenses
- $6,192,705
- Net increase / (decrease)
- -$9,476,966
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bpas Actuarial And Pension Services | NONE | $69,490 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney LLC. | NONE | $12,096 | not reported in the loaded dataset | 2023 |
| First State Trust Company | NONE | $3,396 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Rochester Friendly Home
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Rochester, NY
- Bpas Actuarial And Pension Services — Schedule C compensation
- Morgan Stanley Smith Barney LLC. — Schedule C compensation
- First State Trust Company — Schedule C compensation