2023 Form 5500 filing — Lower Eastside Service Center Inc Fixed Annuity 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 20241015131222NAL0029744113003) for Lower Eastside Service Center Inc Fixed Annuity Retirement Plan, reported by Lower Eastside Service Center Inc under EIN 13-1972876 and plan number 002. It reports 332 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015131222NAL0029744113003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lower Eastside Service Center Inc
- EIN
- 13-1972876
- Plan number
- 002
- Location
- New York, NY
- Participants
- 332
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,087,176
- Net assets (EOY)
- $16,087,176
- Employer contributions
- $134,789
- Participant contributions
- $407,884
- Total income / additions
- $2,370,257
- Benefits paid
- $2,488,651
- Administrative expenses
- $41,681
- Total expenses
- $2,530,332
- Net increase / (decrease)
- -$160,075
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $38,512 | $0 |
| Capfinancial Securities LLC | BROKER | $0 | $6,716 |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $140 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |