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FINGER LAKES HEALTH SYSTEMS AGENCY 403(B) PLAN 401k Plan overview

Plan NameFINGER LAKES HEALTH SYSTEMS AGENCY 403(B) PLAN
Plan identification number 001

FINGER LAKES HEALTH SYSTEMS AGENCY 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

FINGER LAKES HEALTH SYSTEMS AGENCY has sponsored the creation of one or more 401k plans.

Company Name:FINGER LAKES HEALTH SYSTEMS AGENCY
Employer identification number (EIN):161061456
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about FINGER LAKES HEALTH SYSTEMS AGENCY

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1976-03-09
Company Identification Number: 393765

More information about FINGER LAKES HEALTH SYSTEMS AGENCY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FINGER LAKES HEALTH SYSTEMS AGENCY 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01KAREN ACCORSO2024-10-15
0012022-01-01KAREN ACCORSO2023-09-28
0012021-01-01KAREN ACCORSO2022-07-25 KAREN ACCORSO2022-07-25
0012020-01-01KAREN ACCORSO2021-07-08 KAREN ACCORSO2021-07-08
0012018-01-01KAREN ACCORSO2019-06-04 KAREN ACCORSO2019-06-04
0012017-01-01KAREN ACCORSO2018-06-14 KAREN ACCORSO2018-06-14
0012016-01-01TRILBY DEJUNG2017-06-14 TRILBY DEJUNG2017-06-14
0012015-01-01TRILBY DEJUNG2016-06-30 TRILBY DEJUNG2016-06-30
0012014-01-01TRILBY DEJUNG2015-09-14 TRILBY DEJUNG2015-09-14
0012013-01-01TRILBY DEJUNG2014-10-08
0012012-01-01FRAN WEISBERG2013-10-08 FRAN WEISBERG2013-10-08
0012011-01-01FRAN WEISBERG2012-09-27
0012010-01-01FRAN WEISBERG2011-10-03

Plan Statistics for FINGER LAKES HEALTH SYSTEMS AGENCY 403(B) PLAN

401k plan membership statisitcs for FINGER LAKES HEALTH SYSTEMS AGENCY 403(B) PLAN

Measure Date Value
2025: FINGER LAKES HEALTH SYSTEMS AGENCY 403(B) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-10-1456
Total number of particpants at end of year2025-10-1454
Number of Participants With Account Balances2025-10-1452
2024: FINGER LAKES HEALTH SYSTEMS AGENCY 403(B) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-10-1553
Total number of particpants at end of year2024-10-1554
Number of Participants With Account Balances2024-10-1552
2022: FINGER LAKES HEALTH SYSTEMS AGENCY 403(B) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-07-2547
Total number of particpants at end of year2022-07-2548
Number of Participants With Account Balances2022-07-2546

Financial Data on FINGER LAKES HEALTH SYSTEMS AGENCY 403(B) PLAN

Measure Date Value
2025 : FINGER LAKES HEALTH SYSTEMS AGENCY 403(B) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-14821914
Net assets as of the end of the plan year2025-10-143671396
Total assets as of the beginning of the plan year2025-10-143504252
Value of plan covered by a fidelity bond2025-10-14367000
Participant contributions to plan in this plan year2025-10-14242832
Value of participant loans at end of plan year2025-10-1461643
Other contributions to plan in this plan year2025-10-1439029
Other income to plan in this plan year2025-10-14516159
Plan net income in this plan year2025-10-14167144
Net assets as of the end of the plan year2025-10-143671396
Net assets as of the beginning of the plan year2025-10-143504252
Employer contributions to plan in this plan year2025-10-14191038
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-1427555
2024 : FINGER LAKES HEALTH SYSTEMS AGENCY 403(B) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-15408050
Net assets as of the end of the plan year2024-10-153510977
Total assets as of the beginning of the plan year2024-10-153043914
Value of plan covered by a fidelity bond2024-10-15250000
Participant contributions to plan in this plan year2024-10-15219894
Value of participant loans at end of plan year2024-10-1563699
Other contributions to plan in this plan year2024-10-153613
Other income to plan in this plan year2024-10-15484484
Plan net income in this plan year2024-10-15467063
Net assets as of the end of the plan year2024-10-153510977
Net assets as of the beginning of the plan year2024-10-153043914
Employer contributions to plan in this plan year2024-10-15167122
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-1522939
2022 : FINGER LAKES HEALTH SYSTEMS AGENCY 403(B) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-250
Total liabilities as of the end of the plan year2022-07-250
Total liabilities as of the beginning of the plan year2022-07-250
Total expenses incurred by plan in this plan year2022-07-25966322
Net assets as of the end of the plan year2022-07-253235084
Total assets as of the beginning of the plan year2022-07-253280880
Value of plan covered by a fidelity bond2022-07-25250000
Participant contributions to plan in this plan year2022-07-25259857
Value of participant loans at end of plan year2022-07-2575878
Other expenses paid from plan in this plan year2022-07-250
Other contributions to plan in this plan year2022-07-252779
Other income to plan in this plan year2022-07-25494186
Plan net income in this plan year2022-07-25-45796
Net assets as of the end of the plan year2022-07-253235084
Net assets as of the beginning of the plan year2022-07-253280880
Employer contributions to plan in this plan year2022-07-25163704
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-2523768

Potentially related plans

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