Infusion Upstate Ny, Inc. 401(K) Plan — Form 5500 plan (Infusion Upstate Ny, 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, Infusion Upstate Ny, Inc. 401(K) Plan is a benefit plan reported by Infusion Upstate Ny, Inc. under EIN 16-1112200 and plan number 001. The latest loaded filing year is 2023. The filing reports 157 participants and $10,384,930 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Infusion Upstate Ny, Inc.
- EIN
- 16-1112200
- Plan number
- 001
- Plan type
- 2
- Location
- Depew, NY
- Latest filing year
- 2023
- Participants
- 157
- End-of-year plan assets
- $10,384,930
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 157 | H, C | 20241003091153NAL0004732499001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,384,930
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,384,930
- Net assets (BOY)
- $7,593,952
Income & contributions
- Employer contributions
- $430,918
- Participant contributions
- $860,106
- Total contributions
- $1,942,952
- Total income / additions
- $3,394,146
Expenses & distributions
- Benefits paid
- $555,175
- Administrative expenses
- $47,993
- Total expenses
- $603,168
- Net increase / (decrease)
- $2,790,978
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACCT ADMINISTATOR | $46,861 | $0 | 2023 |
| Wny Asset Management LLC | INVESTMENT AD VISORY | $0 | $25,664 | 2023 |
| Rimkus Marciano & Associates, Inc | CONTRACT ADMINISTRATOR | $1,158 | $3,846 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Infusion Upstate Ny, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Depew, NY
- Principal Life Insurance Company — Schedule C compensation
- Wny Asset Management LLC — Schedule C compensation
- Rimkus Marciano & Associates, Inc — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation