2023 Form 5500 filing — Neighborhood Defender Service, Inc. 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 20241015120637NAL0014574995001) for Neighborhood Defender Service, Inc. Tax Sheltered Annuity Plan, reported by Neighborhood Defender Service, Inc. under EIN 06-1296692 and plan number 002. It reports 349 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$12.7MReported net assets$12,745,277
Participants349
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241015120637NAL0014574995001
Plan sponsor
Neighborhood Defender Service, Inc.
EIN
06-1296692
Plan number
002
Location
New York, NY
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

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

Reported balance (end of year)$12.8M total assets
Net assets$12.7MLiabilities$8.1K
Money in vs. money out
Total income / additions$4.4M
Total expenses$460.8K
Benefits paid / distributions$411.2K
Contributions
Employer$1.1M
Participant$1.3M
Full reported line items
Total assets (EOY)
$12,753,344
Total liabilities (EOY)
$8,067
Net assets (EOY)
$12,745,277
Employer contributions
$1,087,220
Participant contributions
$1,297,135
Total income / additions
$4,449,513
Benefits paid
$411,223
Administrative expenses
$49,622
Total expenses
$460,845
Net increase / (decrease)
$3,988,668

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015120637NAL0014574995001 cover?
It is the 2023 Form 5500 filing for Neighborhood Defender Service, Inc. Tax Sheltered Annuity Plan, reported by Neighborhood Defender Service, Inc. (EIN 06-1296692).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages