Section 403(B) Retirement Plan For Big Brothers Big Sisters Of New York City — Form 5500 plan (Big Brothers Big Sisters Of New York City)
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, Section 403(B) Retirement Plan For Big Brothers Big Sisters Of New York City is a benefit plan reported by Big Brothers Big Sisters Of New York City under EIN 13-5600383 and plan number 002. The latest loaded filing year is 2023. The filing reports 160 participants and $5,973,172 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Big Brothers Big Sisters Of New York City
- EIN
- 13-5600383
- Plan number
- 002
- Plan type
- 2
- Location
- New York City, NY
- Latest filing year
- 2023
- Participants
- 160
- End-of-year plan assets
- $5,973,172
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 160 | H, C | 20241014155723NAL0026645777001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,973,172
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,973,172
- Net assets (BOY)
- $4,909,627
Income & contributions
- Employer contributions
- $75,621
- Participant contributions
- $268,077
- Total contributions
- $359,259
- Total income / additions
- $1,346,863
Expenses & distributions
- Benefits paid
- $272,712
- Administrative expenses
- $10,606
- Total expenses
- $283,318
- Net increase / (decrease)
- $1,063,545
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | RECORDKEEPER | $36,956 | $4 | 2023 |
| Lpl Financial LLC | BROKER | $0 | $13,490 | 2023 |
| Aps - Pentegra | CONTRACT ADMIN | $7,315 | not reported in the loaded dataset | 2023 |
| Iron-Co-Fid-Index-Comprehensive | INVESTMENT ADVISORY | $2,764 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Big Brothers Big Sisters Of New York City
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York City, NY
- Nationwide — Schedule C compensation
- Lpl Financial LLC — Schedule C compensation
- Aps - Pentegra — Schedule C compensation
- Iron-Co-Fid-Index-Comprehensive — Schedule C compensation