Transitional Services For New York, Inc. Defined Benefit Plan — Form 5500 plan (Transitional Services For New York, Inc)

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, Transitional Services For New York, Inc. Defined Benefit Plan is a benefit plan reported by Transitional Services For New York, Inc under EIN 23-7376074 and plan number 001. The latest loaded filing year is 2023. The filing reports 376 participants and $11,543,593 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Transitional Services For New York, Inc
EIN
23-7376074
Plan number
001
Plan type
2
Location
Whitestone, NY
Latest filing year
2023
Participants
376
End-of-year plan assets
$11,543,593

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023376H, C20250411110155NAL0014062995001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,543,593
Total liabilities (EOY)
$0
Net assets (EOY)
$11,543,593
Net assets (BOY)
$10,316,553

Income & contributions

Employer contributions
$822,138
Total contributions
$822,138
Total income / additions
$1,967,645

Expenses & distributions

Benefits paid
$687,939
Administrative expenses
$52,666
Total expenses
$740,605
Net increase / (decrease)
$1,227,040

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch,Pierce,Fenner & SmithFINANCIAL ADVISOR$54,983$4032023

Related Form 5500 pages