2023 Form 5500 filing — Istar Group
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 20241015150030NAL0014904051001) for Istar Group, reported by Istar Jewelry under EIN 47-4967597 and plan number 001. It reports 288 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015150030NAL0014904051001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Istar Jewelry
- EIN
- 47-4967597
- Plan number
- 001
- Location
- Pine Brook, NJ
- Participants
- 288
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,655,203
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,655,203
- Participant contributions
- $372,285
- Total income / additions
- $699,108
- Benefits paid
- $145,364
- Administrative expenses
- $1,280
- Total expenses
- $151,203
- Net increase / (decrease)
- $547,905
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $1,275 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |
| Aig Securities A K A Sagepoint Advi | ADVISOR | $0 | $0 |