Sitrin 403b Plan — Form 5500 plan (Charles T. Sitrin Health Care Center)
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, Sitrin 403b Plan is a benefit plan reported by Charles T. Sitrin Health Care Center under EIN 22-3100745 and plan number 001. The latest loaded filing year is 2023. The filing reports 563 participants and $13,751,327 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Charles T. Sitrin Health Care Center
- EIN
- 22-3100745
- Plan number
- 001
- Plan type
- 2
- Location
- New Hartford, NY
- Latest filing year
- 2023
- Participants
- 563
- End-of-year plan assets
- $13,751,327
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 563 | H, C | 20241015111649NAL0016213955001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,751,327
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,751,327
- Net assets (BOY)
- $13,493,041
Income & contributions
- Employer contributions
- $184,228
- Participant contributions
- $538,280
- Total contributions
- $722,508
- Total income / additions
- $2,415,913
Expenses & distributions
- Benefits paid
- $2,060,474
- Administrative expenses
- $97,153
- Total expenses
- $2,157,627
- Net increase / (decrease)
- $258,286
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American Trust Company | CONTRACT ADMIN | $53,614 | $0 | 2023 |
| Paradigm Consulting, Inc. | INVESTMENT ADVISORY | $33,044 | not reported in the loaded dataset | 2023 |
| Fust Charles Chambers, Llp | AUDITOR | $10,495 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Charles T. Sitrin Health Care Center
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New Hartford, NY
- American Trust Company — Schedule C compensation
- Paradigm Consulting, Inc. — Schedule C compensation
- Fust Charles Chambers, Llp — Schedule C compensation