2023 Form 5500 filing — New York Shakespeare Festival 403(B) 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 20250414133556NAL0000763843001) for New York Shakespeare Festival 403(B) Plan, reported by New York Shakespeare Festival under EIN 13-1844852 and plan number 002. It reports 163 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$8.1MReported net assets$8,104,598
Participants163
Provider compensation$27.9K1 Schedule C row(s)$27,883
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250414133556NAL0000763843001
Plan sponsor
New York Shakespeare Festival
EIN
13-1844852
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)$8.1M total assets
Net assets$8.1MLiabilities
Money in vs. money out
Total income / additions$1.9M
Total expenses$744.4K
Benefits paid / distributions$740.7K
Contributions
EmployerNot reported
Participant$669.6K
Full reported line items
Total assets (EOY)
$8,104,598
Net assets (EOY)
$8,104,598
Participant contributions
$669,572
Total income / additions
$1,865,264
Benefits paid
$740,658
Administrative expenses
$3,727
Total expenses
$744,385
Net increase / (decrease)
$1,120,879
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $0 · Indirect $27.9K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250414133556NAL0000763843001 cover?
It is the 2023 Form 5500 filing for New York Shakespeare Festival 403(B) Plan, reported by New York Shakespeare Festival (EIN 13-1844852).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages