Ability Partners Retirement Plan — Form 5500 plan (Finger Lakes United Cerebral Palsy, 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, Ability Partners Retirement Plan is a benefit plan reported by Finger Lakes United Cerebral Palsy, Inc. under EIN 16-0965912 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,031 participants and $21,010,423 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Finger Lakes United Cerebral Palsy, Inc.
- EIN
- 16-0965912
- Plan number
- 001
- Plan type
- 2
- Location
- Geneva, NY
- Latest filing year
- 2023
- Participants
- 1,031
- End-of-year plan assets
- $21,010,423
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,031 | H, C | 20240930094626NAL0005543185001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,010,423
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,010,423
- Net assets (BOY)
- $19,580,764
Income & contributions
- Participant contributions
- $724,559
- Total contributions
- $971,877
- Total income / additions
- $3,931,445
Expenses & distributions
- Benefits paid
- $2,387,999
- Administrative expenses
- $113,787
- Total expenses
- $2,501,786
- Net increase / (decrease)
- $1,429,659
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | RECORDKEEPER | $39,364 | $0 | 2023 |
| Commonwealth Financial Network | ADVISORY | $0 | not reported in the loaded dataset | 2023 |
| Teachers Insurance And Annuity Asso | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Finger Lakes United Cerebral Palsy, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Geneva, NY
- Nationwide — Schedule C compensation
- Commonwealth Financial Network — Schedule C compensation
- Teachers Insurance And Annuity Asso — Schedule C compensation