Nybdc Dba Pursuit Employees Salary Reduction 401(K) Plan — Form 5500 plan (Ny Business Development Corp Dba Pursuit)
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, Nybdc Dba Pursuit Employees Salary Reduction 401(K) Plan is a benefit plan reported by Ny Business Development Corp Dba Pursuit under EIN 14-1420782 and plan number 002. The latest loaded filing year is 2023. The filing reports 207 participants and $33,378,156 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ny Business Development Corp Dba Pursuit
- EIN
- 14-1420782
- Plan number
- 002
- Plan type
- 3
- Location
- Albany, NY
- Latest filing year
- 2023
- Participants
- 207
- End-of-year plan assets
- $33,378,156
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 207 | H, C | 20241007115338NAL0015123105001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,378,156
- Total liabilities (EOY)
- $4,185
- Net assets (EOY)
- $33,373,971
- Net assets (BOY)
- $29,472,396
Income & contributions
- Employer contributions
- $1,333,867
- Participant contributions
- $1,052,603
- Total contributions
- $2,680,237
- Total income / additions
- $8,479,018
Expenses & distributions
- Benefits paid
- $4,537,285
- Administrative expenses
- $35,973
- Total expenses
- $4,577,443
- Net increase / (decrease)
- $3,901,575
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nbt Bancorp Na | NONE | $31,385 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $0 | $8,787 | 2023 |
| Epic Retirement Plan Services | NONE | $0 | $0 | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ny Business Development Corp Dba Pursuit
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Albany, NY
- Nbt Bancorp Na — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Epic Retirement Plan Services — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation