New York Shakespeare Festival Retirement Plan — Form 5500 plan (New York Shakespeare Festival)
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, New York Shakespeare Festival Retirement Plan is a benefit plan reported by New York Shakespeare Festival under EIN 13-1844852 and plan number 001. The latest loaded filing year is 2023. The filing reports 418 participants and $7,216,118 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- New York Shakespeare Festival
- EIN
- 13-1844852
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 418
- End-of-year plan assets
- $7,216,118
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 418 | H, C | 20241015113255NAL0047590400001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,216,118
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,216,118
- Net assets (BOY)
- $6,723,911
Income & contributions
- Employer contributions
- $1,240,000
- Total contributions
- $1,240,000
- Total income / additions
- $1,957,273
Expenses & distributions
- Benefits paid
- $1,207,847
- Administrative expenses
- $257,219
- Total expenses
- $1,465,066
- Net increase / (decrease)
- $492,207
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Institutional Asset Mgmt | INVEST ADV | $17,859 | not reported in the loaded dataset | 2023 |