2023 Form 5500 filing — New York State Nurses Association 401(K) 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 20240926111006NAL0000337827001) for New York State Nurses Association 401(K) Plan, reported by New York State Nurses Association under EIN 14-0923749 and plan number 003. It reports 199 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926111006NAL0000337827001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- New York State Nurses Association
- EIN
- 14-0923749
- Plan number
- 003
- Location
- New York, NY
- Participants
- 199
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,506,109
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,506,109
- Employer contributions
- $17,001
- Participant contributions
- $1,240,829
- Total income / additions
- $3,314,720
- Benefits paid
- $1,586,272
- Administrative expenses
- $2,700
- Total expenses
- $1,593,456
- Net increase / (decrease)
- $1,721,264
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kestra Investment Services LLC | ADVISOR | $0 | $35,341 |
| Fidelity Investments Institutional | RECORDKEEPER | $2,700 | $0 |