New York Philharmonic 403(B) Retirement Plan — Form 5500 plan (Philharmonic Symphony Society Of New York)
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, New York Philharmonic 403(B) Retirement Plan is a benefit plan reported by Philharmonic Symphony Society Of New York under EIN 13-1664054 and plan number 003. The latest loaded filing year is 2023. The filing reports 283 participants and $67,025,336 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Philharmonic Symphony Society Of New York
- EIN
- 13-1664054
- Plan number
- 003
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 283
- End-of-year plan assets
- $67,025,336
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 283 | H, C | 20250228091721NAL0000765809001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $67,025,336
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $67,025,336
- Net assets (BOY)
- $55,321,805
Income & contributions
- Employer contributions
- $464,877
- Participant contributions
- $2,421,099
- Total contributions
- $3,372,341
- Total income / additions
- $13,133,155
Expenses & distributions
- Benefits paid
- $1,386,299
- Administrative expenses
- $43,325
- Total expenses
- $1,429,624
- Net increase / (decrease)
- $11,703,531
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $43,425 | $0 | 2023 |