403(B) Thrift Plan For Child And Family Services Of Erie County — Form 5500 plan (Child & Family Services Of Erie County)
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, 403(B) Thrift Plan For Child And Family Services Of Erie County is a benefit plan reported by Child & Family Services Of Erie County under EIN 16-1004825 and plan number 004. The latest loaded filing year is 2023. The filing reports 1,292 participants and $34,068,842 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Child & Family Services Of Erie County
- EIN
- 16-1004825
- Plan number
- 004
- Plan type
- 3
- Location
- Buffalo, NY
- Latest filing year
- 2023
- Participants
- 1,292
- End-of-year plan assets
- $34,068,842
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,292 | H, C | 20241015130626NAL0049529776008 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,068,842
- Net assets (EOY)
- $34,068,842
- Net assets (BOY)
- $27,915,484
Income & contributions
- Employer contributions
- $1,098,367
- Participant contributions
- $1,770,801
- Total contributions
- $2,917,500
- Total income / additions
- $8,016,640
Expenses & distributions
- Benefits paid
- $1,798,196
- Administrative expenses
- $63,420
- Total expenses
- $1,863,282
- Net increase / (decrease)
- $6,153,358
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Valic Retirement Services Co. | NONE | $62,942 | $0 | 2023 |
| Equitable Financial Life Insurance | NONE | $380 | $7,320 | 2023 |
| Mutual Of America Life Insurance Co | NONE | $98 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Child & Family Services Of Erie County
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Buffalo, NY
- Valic Retirement Services Co. — Schedule C compensation
- Equitable Financial Life Insurance — Schedule C compensation
- Mutual Of America Life Insurance Co — Schedule C compensation