2023 Form 5500 filing — Nysa-Ppgu Money Purchase Pension Fund & Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240919131202NAL0002364003001) for Nysa-Ppgu Money Purchase Pension Fund & Plan, reported by Board Of Trustees under EIN 13-3769079 and plan number 002. It reports 496 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 1 · 2023

Filing snapshot

Net assets (EOY)$34.4MReported net assets$34,390,302
Participants496
Provider compensation$160.2K5 Schedule C row(s)$160,161
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240919131202NAL0002364003001
Plan sponsor
Board Of Trustees
EIN
13-3769079
Plan number
002
Location
Bayonne, NJ
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$34.4M total assets
Net assets$34.4MLiabilities
Money in vs. money out
Total income / additions$6.4M
Total expenses$1.1M
Benefits paid / distributions$968.9K
Contributions
Employer$2.8M
ParticipantNot reported
Full reported line items
Total assets (EOY)
$34,390,302
Net assets (EOY)
$34,390,302
Employer contributions
$2,848,500
Total income / additions
$6,424,103
Benefits paid
$968,945
Administrative expenses
$77,379
Total expenses
$1,087,816
Net increase / (decrease)
$5,336,287

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Prudential Ret. Ins. & Annuity CoCUSTODIAN$84,749not reported in the loaded dataset
Reynolds Consulting Services, LLCINVESTMENT ADVISOR$26,572not reported in the loaded dataset
The Lambos Firm, LlpCO-COUNSEL$17,600not reported in the loaded dataset
Mogila Law Group, LLCCO-COUNSEL$17,600not reported in the loaded dataset
Desena & Company Cpas, LLCAUDITOR$13,640not reported in the loaded dataset

Related Form 5500 pages