2023 Form 5500 filing — Nassau Suffolk Services For The Autistic Inc. 403(B) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240716133011NAL0002643505001) for Nassau Suffolk Services For The Autistic Inc. 403(B) Plan, reported by Nassau Suffolk Services For The Autistic Inc. under EIN 11-2669753 and plan number 002. It reports 154 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240716133011NAL0002643505001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Nassau Suffolk Services For The Autistic Inc.
- EIN
- 11-2669753
- Plan number
- 002
- Location
- Commack, NY
- Participants
- 154
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,571,543
- Net assets (EOY)
- $5,571,543
- Employer contributions
- $262,742
- Participant contributions
- $276,345
- Total income / additions
- $1,233,979
- Benefits paid
- $149,734
- Administrative expenses
- $46,091
- Total expenses
- $195,825
- Net increase / (decrease)
- $1,038,154
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Life & Annuity Insurance | RECORDKEEPER | $29,480 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $14,797 | $0 |
| B Riley Wealth Management Inc | BROKER/ADVISO R | $0 | $14,773 |
| Leafhouse Financial Advisors, LLC | INVESTMENT ADVISOR | $2,148 | $0 |
| United Benefit Pensions Inc | CONTRACT ADMIN | $575 | $0 |