Rochester Friendly Home 403(B) Plan — 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, Rochester Friendly Home 403(B) Plan is a benefit plan reported by Rochester Friendly Home under EIN 16-0743132 and plan number 002. The latest loaded filing year is 2023. The filing reports 569 participants and $9,386,174 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$9.4MPlan net assets, end of year$9,386,174
Participants569Covered participants reported
Assets / participant$16.5KComputed: assets ÷ participants$16,496 (computed)
Provider compensation$18.8K1 Schedule C provider row(s)$18,791
- Plan sponsor
- Rochester Friendly Home
- EIN
- 16-0743132
- Plan number
- 002
- Plan type
- 2
- Location
- Rochester, NY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 569 | H, C | 20241015155132NAL0050286800001 |
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)$9.4M total assets
Net assets$9.4MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $9,386,174
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,386,174
- Net assets (BOY)
- $7,161,653
Income & contributions
- Employer contributions
- $657,175
- Participant contributions
- $726,045
- Total contributions
- $1,529,680
- Total income / additions
- $2,922,951
Expenses & distributions
- Benefits paid
- $660,530
- Administrative expenses
- $37,562
- Total expenses
- $698,430
- Net increase / (decrease)
- $2,224,521
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.
48%52%
Employer 48%Participant 52%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income23%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Usi Consulting Group | N/A | $18,791 | $0 | 2023 |