2023 Form 5500 filing — New York Shakespeare Festival Retirement 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 20241015113255NAL0047590400001) for New York Shakespeare Festival Retirement Plan, reported by New York Shakespeare Festival under EIN 13-1844852 and plan number 001. It reports 418 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015113255NAL0047590400001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- New York Shakespeare Festival
- EIN
- 13-1844852
- Plan number
- 001
- Location
- New York, NY
- Participants
- 418
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,216,118
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,216,118
- Employer contributions
- $1,240,000
- Total income / additions
- $1,957,273
- Benefits paid
- $1,207,847
- Administrative expenses
- $257,219
- Total expenses
- $1,465,066
- Net increase / (decrease)
- $492,207
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Institutional Asset Mgmt | INVEST ADV | $17,859 | not reported in the loaded dataset |