2023 Form 5500 filing — New York Athletic Club 401(K) Savings 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 20241015111627NAL0049000208001) for New York Athletic Club 401(K) Savings Plan, reported by New York Athletic Club under EIN 13-1096640 and plan number 002. It reports 257 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015111627NAL0049000208001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- New York Athletic Club
- EIN
- 13-1096640
- Plan number
- 002
- Location
- New York, NY
- Participants
- 257
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,489,365
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,489,365
- Employer contributions
- $513,074
- Participant contributions
- $735,901
- Total income / additions
- $3,445,077
- Benefits paid
- $2,434,523
- Administrative expenses
- $39,642
- Total expenses
- $2,474,165
- Net increase / (decrease)
- $970,912
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T. Rowe Price Rps, Inc. | NONE | $39,642 | $0 |
| Dodge & Cox | NONE | $0 | $0 |
| American Funds | NONE | $0 | $0 |
| Jp Morgan Funds | NONE | $0 | $0 |
| Fidelity | NONE | $0 | $0 |
| Victory Funds | NONE | $0 | $0 |
| Mfs Funds | NONE | $0 | $0 |