Nassau Suffolk Services For The Autistic Inc. 403(B) Plan — Form 5500 plan (Nassau Suffolk Services For The Autistic 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, Nassau Suffolk Services For The Autistic Inc. 403(B) Plan is a benefit plan reported by Nassau Suffolk Services For The Autistic Inc. under EIN 11-2669753 and plan number 002. The latest loaded filing year is 2023. The filing reports 154 participants and $5,571,543 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Nassau Suffolk Services For The Autistic Inc.
- EIN
- 11-2669753
- Plan number
- 002
- Plan type
- 2
- Location
- Commack, NY
- Latest filing year
- 2023
- Participants
- 154
- End-of-year plan assets
- $5,571,543
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 154 | H, C | 20240716133011NAL0002643505001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,571,543
- Net assets (EOY)
- $5,571,543
- Net assets (BOY)
- $4,533,389
Income & contributions
- Employer contributions
- $262,742
- Participant contributions
- $276,345
- Total contributions
- $539,087
- Total income / additions
- $1,233,979
Expenses & distributions
- Benefits paid
- $149,734
- Administrative expenses
- $46,091
- Total expenses
- $195,825
- Net increase / (decrease)
- $1,038,154
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Life & Annuity Insurance | RECORDKEEPER | $29,480 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $14,797 | $0 | 2023 |
| B Riley Wealth Management Inc | BROKER/ADVISO R | $0 | $14,773 | 2023 |
| Leafhouse Financial Advisors, LLC | INVESTMENT ADVISOR | $2,148 | $0 | 2023 |
| United Benefit Pensions Inc | CONTRACT ADMIN | $575 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Nassau Suffolk Services For The Autistic Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Commack, NY
- Empower Life & Annuity Insurance — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- B Riley Wealth Management Inc — Schedule C compensation
- Leafhouse Financial Advisors, LLC — Schedule C compensation
- United Benefit Pensions Inc — Schedule C compensation