Pro Action Of Steuben & Yates, Inc. 403(B) Retirement Plan — Form 5500 plan (Pro Action Of Steuben & Yates, Inc.)
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, Pro Action Of Steuben & Yates, Inc. 403(B) Retirement Plan is a benefit plan reported by Pro Action Of Steuben & Yates, Inc. under EIN 16-0914512 and plan number 001. The latest loaded filing year is 2023. The filing reports 326 participants and $6,726,833 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pro Action Of Steuben & Yates, Inc.
- EIN
- 16-0914512
- Plan number
- 001
- Plan type
- 2
- Location
- Bath, NY
- Latest filing year
- 2023
- Participants
- 326
- End-of-year plan assets
- $6,726,833
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 326 | H, C | 20241010075735NAL0040139842001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,726,833
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,726,833
- Net assets (BOY)
- $6,111,807
Income & contributions
- Employer contributions
- $320,918
- Participant contributions
- $342,983
- Total contributions
- $669,829
- Total income / additions
- $1,540,974
Expenses & distributions
- Benefits paid
- $925,163
- Administrative expenses
- $785
- Total expenses
- $925,948
- Net increase / (decrease)
- $615,026
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide Trust Company | not reported in the loaded dataset | $24,572 | $24 | 2023 |
| Milestone Consultants | not reported in the loaded dataset | $20,007 | not reported in the loaded dataset | 2023 |
| Rimkus Marciano And Associates, Inc | not reported in the loaded dataset | $3,550 | $0 | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $785 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pro Action Of Steuben & Yates, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Bath, NY
- Nationwide Trust Company — Schedule C compensation
- Milestone Consultants — Schedule C compensation
- Rimkus Marciano And Associates, Inc — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation