2023 Form 5500 filing — Easter Seals New Jersey Tax Sheltered Annuity 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 20241011080938NAL0022386913001) for Easter Seals New Jersey Tax Sheltered Annuity Plan, reported by Easter Seals New Jersey, Inc. under EIN 22-1508591 and plan number 002. It reports 1,768 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011080938NAL0022386913001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Easter Seals New Jersey, Inc.
- EIN
- 22-1508591
- Plan number
- 002
- Location
- Jamesburg, NJ
- Participants
- 1,768
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,740,543
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,740,543
- Employer contributions
- $589,028
- Participant contributions
- $1,887,207
- Total income / additions
- $4,808,439
- Benefits paid
- $2,305,329
- Administrative expenses
- $196,212
- Total expenses
- $2,518,491
- Net increase / (decrease)
- $2,289,948
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | RECORD KEEPER | $112,685 | $0 |
| The Benefit Practice | THIRD PARTY ADMIN | $39,575 | not reported in the loaded dataset |
| Cohn Reznick, Llp | AUDITOR | $23,150 | not reported in the loaded dataset |
| Alphagraphics Of Mountainside | SERVICE PROVIDER | $20,802 | not reported in the loaded dataset |