2023 Form 5500 filing — Dexia Credit Local, New York Branch 401(K) 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 20241002142436NAL0004084243001) for Dexia Credit Local, New York Branch 401(K) Plan, reported by Dexia Holdings, Inc. under EIN 13-4124806 and plan number 002. It reports 117 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002142436NAL0004084243001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dexia Holdings, Inc.
- EIN
- 13-4124806
- Plan number
- 002
- Location
- New York, NY
- Participants
- 117
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $46,059,360
- Net assets (EOY)
- $46,059,360
- Employer contributions
- $233,840
- Participant contributions
- $239,049
- Total income / additions
- $7,757,362
- Benefits paid
- $3,927,471
- Administrative expenses
- $36,429
- Total expenses
- $3,963,900
- Net increase / (decrease)
- $3,793,462
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Dexia Holdings Inc | OTHER | $34,042 | $0 |
| Planned Retirement Consultants | CONTRACT ADMIN | $1,350 | $0 |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $763 | $0 |
| Dexia Credit Local, New York Branch | OTHER | $375 | $0 |