Community Service Society Of New York 403(B) Plan — Form 5500 plan (Community Service Society Of New York)

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, Community Service Society Of New York 403(B) Plan is a benefit plan reported by Community Service Society Of New York under EIN 13-5562202 and plan number 002. The latest loaded filing year is 2023. The filing reports 190 participants and $13,782,620 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$13.8MPlan net assets, end of year$13,782,620
Participants190Covered participants reported
Assets / participant$72.5KComputed: assets ÷ participants$72,540 (computed)
Provider compensation$1.4K1 Schedule C provider row(s)$1,368
Plan sponsor
Community Service Society Of New York
EIN
13-5562202
Plan number
002
Plan type
2
Location
New York, NY
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023190H, C20241015175408NAL0015201667001
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)$13.8M total assets
Net assets$13.8MLiabilities$0
Money in vs. money out
Total income / additions$3.5M
Total expenses$1.1M
Benefits paid / distributions$1.1M
Contributions
Employer$205.8K
Participant$916.3K
Full reported line items

Net assets

Total assets (EOY)
$13,782,620
Total liabilities (EOY)
$0
Net assets (EOY)
$13,782,620
Net assets (BOY)
$11,350,501

Income & contributions

Employer contributions
$205,787
Participant contributions
$916,278
Total contributions
$1,216,597
Total income / additions
$3,541,590

Expenses & distributions

Benefits paid
$1,054,065
Administrative expenses
$55,406
Total expenses
$1,109,471
Net increase / (decrease)
$2,432,119
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.

Contribution share (employer vs. participant)
Employer 18%Participant 82%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income30%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$1,368$02023

Related Form 5500 pages