New Visions For Public Schools 403(B) Plan — Form 5500 plan (New Visions For Public Schools)
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 Visions For Public Schools 403(B) Plan is a benefit plan reported by New Visions For Public Schools under EIN 13-3538961 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,078 participants and $66,573,138 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- New Visions For Public Schools
- EIN
- 13-3538961
- Plan number
- 001
- Plan type
- 3
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 1,078
- End-of-year plan assets
- $66,573,138
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,078 | H, C | 20241011101603NAL0010805475001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $66,573,138
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $66,573,138
- Net assets (BOY)
- $52,743,316
Income & contributions
- Employer contributions
- $5,078,481
- Participant contributions
- $4,033,836
- Total contributions
- $9,647,123
- Total income / additions
- $19,416,674
Expenses & distributions
- Benefits paid
- $5,308,617
- Administrative expenses
- $278,235
- Total expenses
- $5,586,852
- Net increase / (decrease)
- $13,829,822
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Raymond James | INVESTMENT ADVISOR | $101,335 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $94,710 | not reported in the loaded dataset | 2023 |
| Gelman Pension Consulting Inc | CONTRACT ADMIN | $23,750 | $8,844 | 2023 |
| Long Island Employee Benefits Group | CONTRACT ADMIN | $22,424 | $833 | 2023 |
| Empower Life & Annuity Insurance Co | RECORDKEEPER | $17,336 | $0 | 2023 |
| Sax Llp | AUDITOR | $17,000 | not reported in the loaded dataset | 2023 |
| Cbiz Cpas P.C. | AUDITOR | $1,391 | not reported in the loaded dataset | 2023 |
| Sax Llp | OTHER | $289 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for New Visions For Public Schools
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Raymond James — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Gelman Pension Consulting Inc — Schedule C compensation
- Long Island Employee Benefits Group — Schedule C compensation
- Empower Life & Annuity Insurance Co — Schedule C compensation
- Sax Llp — Schedule C compensation
- Cbiz Cpas P.C. — Schedule C compensation