The New York Preparatory 401(K) Profit Sharing Plan & Trust — Form 5500 plan (The New York Preparatory)
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, The New York Preparatory 401(K) Profit Sharing Plan & Trust is a benefit plan reported by The New York Preparatory under EIN 13-1100880 and plan number 002. The latest loaded filing year is 2023. The filing reports 411 participants and $19,512,495 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The New York Preparatory
- EIN
- 13-1100880
- Plan number
- 002
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 411
- End-of-year plan assets
- $19,512,495
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 411 | H, C | 20241017080803NAL0018394723001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,512,495
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,512,495
- Net assets (BOY)
- $16,703,865
Income & contributions
- Employer contributions
- $631,494
- Participant contributions
- $1,599,561
- Total contributions
- $2,252,173
- Total income / additions
- $4,295,868
Expenses & distributions
- Benefits paid
- $1,408,002
- Administrative expenses
- $69,613
- Total expenses
- $1,487,238
- Net increase / (decrease)
- $2,808,630
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Paychex, Inc. | RECORDKEEPER | $33,564 | not reported in the loaded dataset | 2023 |
| Levelized Compensation Advisor | INVESTMENT ADVISORY | $32,532 | not reported in the loaded dataset | 2023 |