2023 Form 5500 filing — Pension Plan For The Employees Of Shield Of David, Inc.
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 20241015190910NAL0017087955001) for Pension Plan For The Employees Of Shield Of David, Inc., reported by Shield Of David, Inc. D/B/A under EIN 13-1740041 and plan number 001. It reports 346 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015190910NAL0017087955001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Shield Of David, Inc. D/B/A
- EIN
- 13-1740041
- Plan number
- 001
- Location
- Flushing, NY
- Participants
- 346
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,495,941
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,495,941
- Total income / additions
- $1,010,364
- Benefits paid
- $611,346
- Administrative expenses
- $87,479
- Total expenses
- $698,825
- Net increase / (decrease)
- $311,539
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Silvercrest Asset Management Group | NONE | $99,737 | not reported in the loaded dataset |
| Comerica Bank | NONE | $12,612 | not reported in the loaded dataset |