403(B) Thrift Plan Of Sunnyside Community Services, Inc. — Form 5500 plan (Sunnyside Community Services, Inc.)
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 Of Sunnyside Community Services, Inc. is a benefit plan reported by Sunnyside Community Services, Inc. under EIN 11-2515996 and plan number 001. The latest loaded filing year is 2023. The filing reports 647 participants and $5,702,685 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sunnyside Community Services, Inc.
- EIN
- 11-2515996
- Plan number
- 001
- Plan type
- 2
- Location
- Long Island City, NY
- Latest filing year
- 2023
- Participants
- 647
- End-of-year plan assets
- $5,702,685
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 647 | H, C | 20250328122316NAL0001084833001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,702,685
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,702,685
- Net assets (BOY)
- $5,241,558
Income & contributions
- Employer contributions
- $118,314
- Participant contributions
- $553,850
- Total contributions
- $672,966
- Total income / additions
- $1,285,207
Expenses & distributions
- Benefits paid
- $781,383
- Administrative expenses
- $42,697
- Total expenses
- $824,080
- Net increase / (decrease)
- $461,127
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $30,534 | $0 | 2023 |
| Pensionmark Financial Group, LLC | INVESTMENT ADVISORY | $0 | $10,172 | 2023 |
| Cooper Savas LLC | INVESTMENT ADVISORY | $9,162 | not reported in the loaded dataset | 2023 |
| Side By Side Financials, Inc. | CONTRACT ADMINISTRATOR | $0 | $7,629 | 2023 |
| Orenda Retirement LLC | CONTRACT ADMINISTRATOR | $3,000 | $2,345 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sunnyside Community Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Long Island City, NY
- Principal Life Insurance Company — Schedule C compensation
- Pensionmark Financial Group, LLC — Schedule C compensation
- Cooper Savas LLC — Schedule C compensation
- Side By Side Financials, Inc. — Schedule C compensation
- Orenda Retirement LLC — Schedule C compensation