New York Council For The Humanities Tax-Sheltered Annuity Plan — Form 5500 plan (New York Council For The Humanities)

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, New York Council For The Humanities Tax-Sheltered Annuity Plan is a benefit plan reported by New York Council For The Humanities under EIN 51-0152266 and plan number 001. The latest loaded filing year is 2023. The filing reports 32 participants and $2,666,728 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
New York Council For The Humanities
EIN
51-0152266
Plan number
001
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
32
End-of-year plan assets
$2,666,728

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202332I, C20241015111111NAL0028162305002

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$2,666,728
Net assets (EOY)
$2,666,728
Net assets (BOY)
$2,243,910

Income & contributions

Employer contributions
$46,265
Participant contributions
$89,139
Total income / additions
$523,140

Expenses & distributions

Benefits paid
$100,000
Administrative expenses
$322
Total expenses
$100,322
Net increase / (decrease)
$422,818

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Equitable Financial Life InsuranceRECORDKEEPER$103$34,2802023

Related Form 5500 pages