61st Street Service Corporation 401(K) Retirement Plan — Form 5500 plan (61st Street Service Corporation)
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, 61st Street Service Corporation 401(K) Retirement Plan is a benefit plan reported by 61st Street Service Corporation under EIN 13-3236346 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,179 participants and $54,253,319 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$54.2MPlan net assets, end of year$54,246,705
Participants2.2KCovered participants reported2,179
Assets / participant$24.9KComputed: assets ÷ participants$24,898 (computed)
Provider compensation$122.2K2 Schedule C provider row(s)$122,244
- Plan sponsor
- 61st Street Service Corporation
- EIN
- 13-3236346
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,179 | H, C | 20241014125405NAL0026194641002 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$54.3M total assets
Net assets$54.2MLiabilities$6.6K
Full reported line items
Net assets
- Total assets (EOY)
- $54,253,319
- Total liabilities (EOY)
- $6,614
- Net assets (EOY)
- $54,246,705
- Net assets (BOY)
- $46,631,060
Income & contributions
- Employer contributions
- $2,721,685
- Participant contributions
- $2,992,933
- Total contributions
- $5,905,623
- Total income / additions
- $13,665,263
Expenses & distributions
- Benefits paid
- $5,926,874
- Administrative expenses
- $122,744
- Total expenses
- $6,049,618
- Net increase / (decrease)
- $7,615,645
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
48%52%
Employer 48%Participant 52%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income43%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $122,244 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |