2023 Form 5500 filing — The Legal Services Nyc Tax Deferred Annuity 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 20241013222507NAL0012686339001) for The Legal Services Nyc Tax Deferred Annuity Plan, reported by Legal Services Nyc under EIN 13-2600199 and plan number 001. It reports 950 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013222507NAL0012686339001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Legal Services Nyc
- EIN
- 13-2600199
- Plan number
- 001
- Location
- New York, NY
- Participants
- 950
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $112,145,556
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $112,145,556
- Employer contributions
- $3,875,887
- Participant contributions
- $4,850,618
- Total income / additions
- $24,466,705
- Benefits paid
- $3,659,455
- Administrative expenses
- $104,708
- Total expenses
- $3,844,440
- Net increase / (decrease)
- $20,622,265
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $95,352 | $0 |
| Prudential Investment Management | NONE | $150 | $224 |
| National Financial Services, LLC | NONE | $0 | $161 |