2023 Form 5500 filing — New York State Bar Association 401(K) Profit Sharing 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 20240919151625NAL0012236386001) for New York State Bar Association 401(K) Profit Sharing Plan, reported by New York State Bar Association under EIN 14-0923640 and plan number 002. It reports 120 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$14.8MReported net assets$14,822,978
Participants120
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20240919151625NAL0012236386001
Plan sponsor
New York State Bar Association
EIN
14-0923640
Plan number
002
Location
Albany, NY
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$14.8M total assets
Net assets$14.8MLiabilities$0
Money in vs. money out
Total income / additions$3.2M
Total expenses$426.6K
Benefits paid / distributions$423K
Contributions
Employer$326.5K
Participant$424.1K
Full reported line items
Total assets (EOY)
$14,822,978
Total liabilities (EOY)
$0
Net assets (EOY)
$14,822,978
Employer contributions
$326,474
Participant contributions
$424,063
Total income / additions
$3,233,668
Benefits paid
$423,042
Administrative expenses
$3,528
Total expenses
$426,570
Net increase / (decrease)
$2,807,098

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240919151625NAL0012236386001 cover?
It is the 2023 Form 5500 filing for New York State Bar Association 401(K) Profit Sharing Plan, reported by New York State Bar Association (EIN 14-0923640).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages