2023 Form 5500 filing — New York Council For The Humanities Tax-Sheltered 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 20241015111111NAL0028162305002) for New York Council For The Humanities Tax-Sheltered Annuity Plan, reported by New York Council For The Humanities under EIN 51-0152266 and plan number 001. It reports 32 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.7MReported net assets$2,666,728
Participants32
Provider compensation$34.4K1 Schedule C row(s)$34,383
Schedules filedSchedule I, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015111111NAL0028162305002
Plan sponsor
New York Council For The Humanities
EIN
51-0152266
Plan number
001
Location
New York, NY
Received date
not reported in the loaded dataset
Schedule I · 2023

Reported financial snapshot

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

Reported balance (end of year)$2.7M total assets
Net assets$2.7MLiabilities
Money in vs. money out
Total income / additions$523.1K
Total expenses$100.3K
Benefits paid / distributions$100K
Contributions
Employer$46.3K
Participant$89.1K
Full reported line items
Total assets (EOY)
$2,666,728
Net assets (EOY)
$2,666,728
Employer contributions
$46,265
Participant contributions
$89,139
Total income / additions
$523,140
Benefits paid
$100,000
Administrative expenses
$322
Total expenses
$100,322
Net increase / (decrease)
$422,818

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Equitable Financial Life InsuranceRECORDKEEPER$103$34,280

Related Form 5500 pages