2023 Form 5500 filing — Community Service Society Of New York 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 20241015175408NAL0015201667001) for Community Service Society Of New York 403(B) Plan, reported by Community Service Society Of New York under EIN 13-5562202 and plan number 002. It reports 190 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$13.8MReported net assets$13,782,620
Participants190
Provider compensation$1.4K1 Schedule C row(s)$1,368
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015175408NAL0015201667001
Plan sponsor
Community Service Society Of New York
EIN
13-5562202
Plan number
002
Location
New York, NY
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$13.8M total assets
Net assets$13.8MLiabilities$0
Money in vs. money out
Total income / additions$3.5M
Total expenses$1.1M
Benefits paid / distributions$1.1M
Contributions
Employer$205.8K
Participant$916.3K
Full reported line items
Total assets (EOY)
$13,782,620
Total liabilities (EOY)
$0
Net assets (EOY)
$13,782,620
Employer contributions
$205,787
Participant contributions
$916,278
Total income / additions
$3,541,590
Benefits paid
$1,054,065
Administrative expenses
$55,406
Total expenses
$1,109,471
Net increase / (decrease)
$2,432,119

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$1,368$0

Related Form 5500 pages