403(B) Thrift Plan For Legal Aid Society Of Suffolk County, Incorporated — Form 5500 plan (Legal Aid Society Of Suffolk County, Incorporated)

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, 403(B) Thrift Plan For Legal Aid Society Of Suffolk County, Incorporated is a benefit plan reported by Legal Aid Society Of Suffolk County, Incorporated under EIN 11-1844160 and plan number 002. The latest loaded filing year is 2023. The filing reports 341 participants and $51,523,440 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Legal Aid Society Of Suffolk County, Incorporated
EIN
11-1844160
Plan number
002
Plan type
2
Location
Central Islip, NY
Latest filing year
2023
Participants
341
End-of-year plan assets
$51,523,440

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023341H, C20241015164228NAL0029144065001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$51,523,440
Total liabilities (EOY)
$0
Net assets (EOY)
$51,523,440
Net assets (BOY)
$45,830,919

Income & contributions

Employer contributions
$1,427,672
Participant contributions
$811,321
Total contributions
$2,892,551
Total income / additions
$8,437,725

Expenses & distributions

Benefits paid
$2,717,827
Administrative expenses
$2,314
Total expenses
$2,745,204
Net increase / (decrease)
$5,692,521

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mutual Of America Investment CorpRECORD KEEPER$2,315$02023

Related Form 5500 pages