2023 Form 5500 filing — Section 403(B) Retirement Plan For Big Brothers Big Sisters Of New York City
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 20241014155723NAL0026645777001) for Section 403(B) Retirement Plan For Big Brothers Big Sisters Of New York City, reported by Big Brothers Big Sisters Of New York City under EIN 13-5600383 and plan number 002. It reports 160 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014155723NAL0026645777001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Big Brothers Big Sisters Of New York City
- EIN
- 13-5600383
- Plan number
- 002
- Location
- New York City, NY
- Participants
- 160
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,973,172
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,973,172
- Employer contributions
- $75,621
- Participant contributions
- $268,077
- Total income / additions
- $1,346,863
- Benefits paid
- $272,712
- Administrative expenses
- $10,606
- Total expenses
- $283,318
- Net increase / (decrease)
- $1,063,545
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | RECORDKEEPER | $36,956 | $4 |
| Lpl Financial LLC | BROKER | $0 | $13,490 |
| Aps - Pentegra | CONTRACT ADMIN | $7,315 | not reported in the loaded dataset |
| Iron-Co-Fid-Index-Comprehensive | INVESTMENT ADVISORY | $2,764 | not reported in the loaded dataset |