Nassau Candy Retirement Savings Plan — Form 5500 plan (Nassau Candy Distributors, 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, Nassau Candy Retirement Savings Plan is a benefit plan reported by Nassau Candy Distributors, Inc. under EIN 13-3203250 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,124 participants and $17,257,814 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Nassau Candy Distributors, Inc.
- EIN
- 13-3203250
- Plan number
- 001
- Plan type
- 3
- Location
- Hicksville, NY
- Latest filing year
- 2023
- Participants
- 1,124
- End-of-year plan assets
- $17,257,814
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,124 | H, C | 20250703085505NAL0000939538001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,257,814
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,257,814
- Net assets (BOY)
- $14,716,430
Income & contributions
- Employer contributions
- $190,216
- Participant contributions
- $1,370,126
- Total contributions
- $1,747,396
- Total income / additions
- $5,371,596
Expenses & distributions
- Benefits paid
- $2,658,623
- Administrative expenses
- $53,776
- Total expenses
- $2,830,212
- Net increase / (decrease)
- $2,541,384
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Gelman Pension Consulting, Inc. | NONE | $25,063 | $10,000 | 2023 |
| Stone Hill Fiduciary Management LLC | NONE | $20,000 | not reported in the loaded dataset | 2023 |
| Empower Life & Annuity Insurance Co | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Nassau Candy Distributors, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Hicksville, NY
- Gelman Pension Consulting, Inc. — Schedule C compensation
- Stone Hill Fiduciary Management LLC — Schedule C compensation
- Empower Life & Annuity Insurance Co — Schedule C compensation