2023 Form 5500 filing — New Visions For Public Schools 403(B) 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 20241011101603NAL0010805475001) for New Visions For Public Schools 403(B) Plan, reported by New Visions For Public Schools under EIN 13-3538961 and plan number 001. It reports 1,078 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011101603NAL0010805475001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- New Visions For Public Schools
- EIN
- 13-3538961
- Plan number
- 001
- Location
- New York, NY
- Participants
- 1,078
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $66,573,138
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $66,573,138
- Employer contributions
- $5,078,481
- Participant contributions
- $4,033,836
- Total income / additions
- $19,416,674
- Benefits paid
- $5,308,617
- Administrative expenses
- $278,235
- Total expenses
- $5,586,852
- Net increase / (decrease)
- $13,829,822
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James | INVESTMENT ADVISOR | $101,335 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $94,710 | not reported in the loaded dataset |
| Gelman Pension Consulting Inc | CONTRACT ADMIN | $23,750 | $8,844 |
| Long Island Employee Benefits Group | CONTRACT ADMIN | $22,424 | $833 |
| Empower Life & Annuity Insurance Co | RECORDKEEPER | $17,336 | $0 |
| Sax Llp | AUDITOR | $17,000 | not reported in the loaded dataset |
| Cbiz Cpas P.C. | AUDITOR | $1,391 | not reported in the loaded dataset |
| Sax Llp | OTHER | $289 | not reported in the loaded dataset |