2023 Form 5500 filing — Transitional Services For New York, Inc. Defined Benefit 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 20250411110155NAL0014062995001) for Transitional Services For New York, Inc. Defined Benefit Plan, reported by Transitional Services For New York, Inc under EIN 23-7376074 and plan number 001. It reports 376 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250411110155NAL0014062995001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Transitional Services For New York, Inc
- EIN
- 23-7376074
- Plan number
- 001
- Location
- Whitestone, NY
- Participants
- 376
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,543,593
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,543,593
- Employer contributions
- $822,138
- Total income / additions
- $1,967,645
- Benefits paid
- $687,939
- Administrative expenses
- $52,666
- Total expenses
- $740,605
- Net increase / (decrease)
- $1,227,040
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch,Pierce,Fenner & Smith | FINANCIAL ADVISOR | $54,983 | $403 |