Plan5500

Retirement Plan For Specified Employees Of The Faculty-Student Association Of The State University Of New York At Buffalo, Inc. — Form 5500 plan (Faculty-Student Association Of The State University)

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, Retirement Plan For Specified Employees Of The Faculty-Student Association Of The State University Of New York At Buffalo, Inc. is a benefit plan reported by Faculty-Student Association Of The State University under EIN 16-6018833 and plan number 001. The latest loaded filing year is 2023. The filing reports 149 participants and $9,549,838 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$9.5MPlan net assets, end of year$9,549,838
Participants149Covered participants reported
Assets / participant$64.1KComputed: assets ÷ participants$64,093 (computed)
Provider compensation$3.3K1 Schedule C provider row(s)$3,312
Plan sponsor
Faculty-Student Association Of The State University
EIN
16-6018833
Plan number
001
Plan type
2
Location
Buffalo, NY
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023149H, C20241007114356NAL0026046688001
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)$9.5M total assets
Net assets$9.5MLiabilities—
Money in vs. money out
Total income / additions$1.7M
Total expenses$853.1K
Benefits paid / distributions$849.8K
Contributions
Employer$318.8K
Participant$77.5K
Full reported line items

Net assets

Total assets (EOY)
$9,549,838
Net assets (EOY)
$9,549,838
Net assets (BOY)
$8,701,110

Income & contributions

Employer contributions
$318,812
Participant contributions
$77,472
Total contributions
$397,564
Total income / additions
$1,701,798

Expenses & distributions

Benefits paid
$849,758
Administrative expenses
$3,312
Total expenses
$853,070
Net increase / (decrease)
$848,728
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 80%Participant 20%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income50%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Tiaa-Teachers Ins. & Annuity Assoc.NONE$3,312$02023

Related Form 5500 pages