2023 Form 5500 filing — Catbird Nyc, LLC 401(K) Profit Sharing 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 20241015161756NAL0016860659004) for Catbird Nyc, LLC 401(K) Profit Sharing Plan, reported by Catbird Nyc, LLC under EIN 20-5172055 and plan number 003. It reports 234 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015161756NAL0016860659004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Catbird Nyc, LLC
- EIN
- 20-5172055
- Plan number
- 003
- Location
- Brooklyn, NY
- Participants
- 234
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,977,603
- Net assets (EOY)
- $1,977,603
- Participant contributions
- $277,434
- Total income / additions
- $1,570,453
- Benefits paid
- $94,656
- Administrative expenses
- $12,175
- Total expenses
- $106,831
- Net increase / (decrease)
- $1,463,622
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Life & Annuity Insurance Co | RECORDKEEPER | $6,873 | $0 |
| Kestra Advisory Services LLC | INVESTMENT ADVISOR | $5,093 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,859 | $0 |
| Prca | CONTRACT ADMIN | $500 | $0 |