Beyond Support Network 401(K) Plan — Form 5500 plan (Learning Disabilities Of Western New York, Inc. Dba Beyond Support Net)
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, Beyond Support Network 401(K) Plan is a benefit plan reported by Learning Disabilities Of Western New York, Inc. Dba Beyond Support Net under EIN 16-1118050 and plan number 002. The latest loaded filing year is 2023. The filing reports 688 participants and $6,062,534 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Learning Disabilities Of Western New York, Inc. Dba Beyond Support Net
- EIN
- 16-1118050
- Plan number
- 002
- Plan type
- 2
- Location
- Buffalo, NY
- Latest filing year
- 2023
- Participants
- 688
- End-of-year plan assets
- $6,062,534
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 688 | H, C | 20241015133935NAL0016510371001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,062,534
- Net assets (EOY)
- $6,062,534
- Net assets (BOY)
- $4,863,763
Income & contributions
- Employer contributions
- $157,561
- Participant contributions
- $524,473
- Total contributions
- $748,804
- Total income / additions
- $1,643,396
Expenses & distributions
- Benefits paid
- $412,559
- Administrative expenses
- $32,066
- Total expenses
- $444,625
- Net increase / (decrease)
- $1,198,771
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services | INVESTMENT ADVISOR | $25,735 | $0 | 2023 |
| Actuarial Consulting Services, Inc. | THIRD PARTY ADMINISTRATO | $4,021 | $0 | 2023 |
| Capital Group Retirement Plan | RECORDKEEPER | $2,310 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Learning Disabilities Of Western New York, Inc. Dba Beyond Support Net
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Buffalo, NY
- Ubs Financial Services — Schedule C compensation
- Actuarial Consulting Services, Inc. — Schedule C compensation
- Capital Group Retirement Plan — Schedule C compensation