The Legal Services Nyc Tax Deferred Annuity Plan — Form 5500 plan (Legal Services Nyc)
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 Legal Services Nyc Tax Deferred Annuity Plan is a benefit plan reported by Legal Services Nyc under EIN 13-2600199 and plan number 001. The latest loaded filing year is 2023. The filing reports 950 participants and $112,145,556 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Legal Services Nyc
- EIN
- 13-2600199
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 950
- End-of-year plan assets
- $112,145,556
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 950 | H, C | 20241013222507NAL0012686339001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $112,145,556
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $112,145,556
- Net assets (BOY)
- $91,523,291
Income & contributions
- Employer contributions
- $3,875,887
- Participant contributions
- $4,850,618
- Total contributions
- $9,034,422
- Total income / additions
- $24,466,705
Expenses & distributions
- Benefits paid
- $3,659,455
- Administrative expenses
- $104,708
- Total expenses
- $3,844,440
- Net increase / (decrease)
- $20,622,265
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $95,352 | $0 | 2023 |
| Prudential Investment Management | NONE | $150 | $224 | 2023 |
| National Financial Services, LLC | NONE | $0 | $161 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Legal Services Nyc
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Empower Annuity Insurance Company — Schedule C compensation
- Prudential Investment Management — Schedule C compensation
- National Financial Services, LLC — Schedule C compensation