2023 Form 5500 filing — New York State Technology Enterprise Corporation 403b Retirement 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 20240917110425NAL0004993280001) for New York State Technology Enterprise Corporation 403b Retirement Plan, reported by New York State Technology Enterprise Corporation under EIN 16-1521105 and plan number 001. It reports 415 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240917110425NAL0004993280001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- New York State Technology Enterprise Corporation
- EIN
- 16-1521105
- Plan number
- 001
- Location
- Rome, NY
- Participants
- 415
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $58,076,122
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $58,076,122
- Employer contributions
- $3,554,710
- Participant contributions
- $4,146,096
- Total income / additions
- $16,223,151
- Benefits paid
- $3,207,188
- Administrative expenses
- $177,513
- Total expenses
- $3,384,701
- Net increase / (decrease)
- $12,838,450
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prime Capital Invest. Adv. | INVESTMENT ADMISORY | $143,351 | not reported in the loaded dataset |
| Ascensus LLC | RECORDKEEPER | $33,106 | not reported in the loaded dataset |
| The Angell Pension Group, Inc. | TPA | $5,250 | not reported in the loaded dataset |