2023 Form 5500 filing — 403(B) Thrift Plan For Legal Aid Society Of Suffolk County, Incorporated
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 20241015164228NAL0029144065001) for 403(B) Thrift Plan For Legal Aid Society Of Suffolk County, Incorporated, reported by Legal Aid Society Of Suffolk County, Incorporated under EIN 11-1844160 and plan number 002. It reports 341 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015164228NAL0029144065001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Legal Aid Society Of Suffolk County, Incorporated
- EIN
- 11-1844160
- Plan number
- 002
- Location
- Central Islip, NY
- Participants
- 341
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $51,523,440
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $51,523,440
- Employer contributions
- $1,427,672
- Participant contributions
- $811,321
- Total income / additions
- $8,437,725
- Benefits paid
- $2,717,827
- Administrative expenses
- $2,314
- Total expenses
- $2,745,204
- Net increase / (decrease)
- $5,692,521
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mutual Of America Investment Corp | RECORD KEEPER | $2,315 | $0 |