North Suffolk Community Services 403(B) Plan — Form 5500 plan (North Suffolk Community Services, Inc.)
Plain-English plan 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, North Suffolk Community Services 403(B) Plan is a benefit plan reported by North Suffolk Community Services, Inc. under EIN 04-2317215 and plan number 001. The latest loaded filing year is 2023. The filing reports 962 participants and $11,597,047 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- North Suffolk Community Services, Inc.
- EIN
- 04-2317215
- Plan number
- 001
- Plan type
- 2
- Location
- Chelsea, MA
- Latest filing year
- 2023
- Participants
- 962
- End-of-year plan assets
- $11,597,047
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 962 | H, C | 20250221093323NAL0006001425001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,597,047
- Net assets (EOY)
- $11,597,047
- Net assets (BOY)
- $10,794,610
Income & contributions
- Employer contributions
- $70,721
- Participant contributions
- $1,067,949
- Total contributions
- $1,155,445
- Total income / additions
- $2,560,188
Expenses & distributions
- Benefits paid
- $1,701,541
- Administrative expenses
- $56,210
- Total expenses
- $1,757,751
- Net increase / (decrease)
- $802,437
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $54,743 | not reported in the loaded dataset | 2023 |
| Cambridge Investment Research | BROKER DEALER OF ADVISOR | $0 | $20,531 | 2023 |
| Aegis Retirement Partners, LLC | TPA | $0 | $5,154 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for North Suffolk Community Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Chelsea, MA
- Voya Retirement Insurance & Annuity — Schedule C compensation
- Cambridge Investment Research — Schedule C compensation
- Aegis Retirement Partners, LLC — Schedule C compensation