61st Street Service Corporation 401(K) Retirement Plan — Form 5500 plan (61st Street Service Corporation)

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, 61st Street Service Corporation 401(K) Retirement Plan is a benefit plan reported by 61st Street Service Corporation under EIN 13-3236346 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,179 participants and $54,253,319 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
61st Street Service Corporation
EIN
13-3236346
Plan number
001
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
2,179
End-of-year plan assets
$54,253,319

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,179H, C20241014125405NAL0026194641002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$54,253,319
Total liabilities (EOY)
$6,614
Net assets (EOY)
$54,246,705
Net assets (BOY)
$46,631,060

Income & contributions

Employer contributions
$2,721,685
Participant contributions
$2,992,933
Total contributions
$5,905,623
Total income / additions
$13,665,263

Expenses & distributions

Benefits paid
$5,926,874
Administrative expenses
$122,744
Total expenses
$6,049,618
Net increase / (decrease)
$7,615,645

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORD KEEPER$122,244$02023
National Financial ServicesSECURITIES BROKER$0$02023

Related Form 5500 pages