Labella Associates Profit Sharing / 401(K) Plan — Form 5500 plan (Labella Associates, D.P.C.)

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, Labella Associates Profit Sharing / 401(K) Plan is a benefit plan reported by Labella Associates, D.P.C. under EIN 16-1115731 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,793 participants and $150,053,174 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Labella Associates, D.P.C.
EIN
16-1115731
Plan number
002
Plan type
2
Location
Rochester, NY
Latest filing year
2023
Participants
1,793
End-of-year plan assets
$150,053,174

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,793H, C20250814083611NAL0011682592001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$150,053,174
Total liabilities (EOY)
$22,483
Net assets (EOY)
$150,030,691
Net assets (BOY)
$109,512,507

Income & contributions

Employer contributions
$2,431,751
Participant contributions
$12,742,935
Total contributions
$18,996,618
Total income / additions
$50,006,328

Expenses & distributions

Benefits paid
$10,584,351
Administrative expenses
$141,005
Total expenses
$10,777,852
Net increase / (decrease)
$39,228,476

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Waterford Group, LLCINVESTMENT/FINANCIAL ADVI$122,172$02023
Adp, Inc.RECORD KEEPER$18,833$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages