Catbird Nyc, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Catbird Nyc, LLC)
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, Catbird Nyc, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Catbird Nyc, LLC under EIN 20-5172055 and plan number 001. The latest loaded filing year is 2023. The filing reports 235 participants and $2,351,381 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Catbird Nyc, LLC
- EIN
- 20-5172055
- Plan number
- 001
- Plan type
- 2
- Location
- Brooklyn, NY
- Latest filing year
- 2023
- Participants
- 235
- End-of-year plan assets
- $2,351,381
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 235 | H, C | 20250902080349NAL0008312851001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,351,381
- Net assets (EOY)
- $2,351,381
- Net assets (BOY)
- $505,350
Income & contributions
- Employer contributions
- $361,977
- Participant contributions
- $297,886
- Total contributions
- $1,742,631
- Total income / additions
- $1,952,862
Expenses & distributions
- Benefits paid
- $92,506
- Administrative expenses
- $14,325
- Total expenses
- $106,831
- Net increase / (decrease)
- $1,846,031
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Life & Annuity Insurance Co | RECORDKEEPER | $6,873 | $0 | 2023 |
| Kestra Advisory Services LLC | INVESTMENT ADVISOR | $5,093 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,859 | $0 | 2023 |
| Prca | CONTRACT ADMIN | $500 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Catbird Nyc, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Brooklyn, NY
- Empower Life & Annuity Insurance Co — Schedule C compensation
- Kestra Advisory Services LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Prca — Schedule C compensation