2023 Form 5500 filing — North Suffolk Community Services 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 20250221093323NAL0006001425001) for North Suffolk Community Services 403(B) Plan, reported by North Suffolk Community Services, Inc. under EIN 04-2317215 and plan number 001. It reports 962 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250221093323NAL0006001425001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- North Suffolk Community Services, Inc.
- EIN
- 04-2317215
- Plan number
- 001
- Location
- Chelsea, MA
- Participants
- 962
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,597,047
- Net assets (EOY)
- $11,597,047
- Employer contributions
- $70,721
- Participant contributions
- $1,067,949
- Total income / additions
- $2,560,188
- Benefits paid
- $1,701,541
- Administrative expenses
- $56,210
- Total expenses
- $1,757,751
- Net increase / (decrease)
- $802,437
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $54,743 | not reported in the loaded dataset |
| Cambridge Investment Research | BROKER DEALER OF ADVISOR | $0 | $20,531 |
| Aegis Retirement Partners, LLC | TPA | $0 | $5,154 |