2023 Form 5500 filing — The Nassau Companies Of New York Savings And Investment 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 20241009092646NAL0010476595001) for The Nassau Companies Of New York Savings And Investment Plan, reported by The Nassau Financial Group under EIN 06-1599088 and plan number 003. It reports 1,142 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009092646NAL0010476595001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Nassau Financial Group
- EIN
- 06-1599088
- Plan number
- 003
- Location
- Hartford, CT
- Participants
- 1,142
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $210,853,521
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $210,853,521
- Employer contributions
- $2,614,110
- Participant contributions
- $5,195,592
- Total income / additions
- $43,959,528
- Benefits paid
- $23,450,787
- Administrative expenses
- $199,652
- Total expenses
- $23,651,303
- Net increase / (decrease)
- $20,308,225
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capital Strategies Investment Grou | INVESTMENT ADVISOR | $79,974 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $65,000 | not reported in the loaded dataset |
| Cohnreznick, Llp | ACCOUNTANT/AUDITOR | $42,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $12,678 | $0 |