New York Shakespeare Festival 403(B) Plan — Form 5500 plan (New York Shakespeare Festival)
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 Shakespeare Festival 403(B) Plan is a benefit plan reported by New York Shakespeare Festival under EIN 13-1844852 and plan number 002. The latest loaded filing year is 2023. The filing reports 163 participants and $8,104,598 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- New York Shakespeare Festival
- EIN
- 13-1844852
- Plan number
- 002
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 163
- End-of-year plan assets
- $8,104,598
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 163 | H, C | 20250414133556NAL0000763843001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,104,598
- Net assets (EOY)
- $8,104,598
- Net assets (BOY)
- $6,983,719
Income & contributions
- Participant contributions
- $669,572
- Total contributions
- $669,572
- Total income / additions
- $1,865,264
Expenses & distributions
- Benefits paid
- $740,658
- Administrative expenses
- $3,727
- Total expenses
- $744,385
- Net increase / (decrease)
- $1,120,879
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Equitable Financial Life Ins Co | RECORDKEEPER | $0 | $27,883 | 2023 |