The Nassau Companies Of New York Savings And Investment Plan — Form 5500 plan (The Nassau Financial Group)
Plain-English plan 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, The Nassau Companies Of New York Savings And Investment Plan is a benefit plan reported by The Nassau Financial Group under EIN 06-1599088 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,142 participants and $210,853,521 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Nassau Financial Group
- EIN
- 06-1599088
- Plan number
- 003
- Plan type
- 2
- Location
- Hartford, CT
- Latest filing year
- 2023
- Participants
- 1,142
- End-of-year plan assets
- $210,853,521
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,142 | H, C | 20241009092646NAL0010476595001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $210,853,521
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $210,853,521
- Net assets (BOY)
- $190,545,296
Income & contributions
- Employer contributions
- $2,614,110
- Participant contributions
- $5,195,592
- Total contributions
- $8,489,908
- Total income / additions
- $43,959,528
Expenses & distributions
- Benefits paid
- $23,450,787
- Administrative expenses
- $199,652
- Total expenses
- $23,651,303
- Net increase / (decrease)
- $20,308,225
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capital Strategies Investment Grou | INVESTMENT ADVISOR | $79,974 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $65,000 | not reported in the loaded dataset | 2023 |
| Cohnreznick, Llp | ACCOUNTANT/AUDITOR | $42,000 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $12,678 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Nassau Financial Group
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Hartford, CT
- Capital Strategies Investment Grou — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Cohnreznick, Llp — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation