Lower Eastside Service Center Inc Fixed Annuity Retirement Plan — Form 5500 plan (Lower Eastside Service Center 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, Lower Eastside Service Center Inc Fixed Annuity Retirement Plan is a benefit plan reported by Lower Eastside Service Center Inc under EIN 13-1972876 and plan number 002. The latest loaded filing year is 2023. The filing reports 332 participants and $16,087,176 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lower Eastside Service Center Inc
- EIN
- 13-1972876
- Plan number
- 002
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 332
- End-of-year plan assets
- $16,087,176
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 332 | H, C | 20241015131222NAL0029744113003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,087,176
- Net assets (EOY)
- $16,087,176
- Net assets (BOY)
- $16,247,251
Income & contributions
- Employer contributions
- $134,789
- Participant contributions
- $407,884
- Total contributions
- $542,673
- Total income / additions
- $2,370,257
Expenses & distributions
- Benefits paid
- $2,488,651
- Administrative expenses
- $41,681
- Total expenses
- $2,530,332
- Net increase / (decrease)
- -$160,075
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $38,512 | $0 | 2023 |
| Capfinancial Securities LLC | BROKER | $0 | $6,716 | 2023 |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $140 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lower Eastside Service Center Inc
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Transamerica Retirement Solutions — Schedule C compensation
- Capfinancial Securities LLC — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- National Financial Services — Schedule C compensation