2023 Form 5500 filing — 403(B) Thrift Plan Of Sunnyside Community Services, 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 20250328122316NAL0001084833001) for 403(B) Thrift Plan Of Sunnyside Community Services, Inc., reported by Sunnyside Community Services, Inc. under EIN 11-2515996 and plan number 001. It reports 647 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250328122316NAL0001084833001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sunnyside Community Services, Inc.
- EIN
- 11-2515996
- Plan number
- 001
- Location
- Long Island City, NY
- Participants
- 647
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,702,685
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,702,685
- Employer contributions
- $118,314
- Participant contributions
- $553,850
- Total income / additions
- $1,285,207
- Benefits paid
- $781,383
- Administrative expenses
- $42,697
- Total expenses
- $824,080
- Net increase / (decrease)
- $461,127
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $30,534 | $0 |
| Pensionmark Financial Group, LLC | INVESTMENT ADVISORY | $0 | $10,172 |
| Cooper Savas LLC | INVESTMENT ADVISORY | $9,162 | not reported in the loaded dataset |
| Side By Side Financials, Inc. | CONTRACT ADMINISTRATOR | $0 | $7,629 |
| Orenda Retirement LLC | CONTRACT ADMINISTRATOR | $3,000 | $2,345 |