The New York Community Trust Retirement Plan — Form 5500 plan (Community Funds Inc.)
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 New York Community Trust Retirement Plan is a benefit plan reported by Community Funds Inc. under EIN 13-6089923 and plan number 001. The latest loaded filing year is 2023. The filing reports 140 participants and $46,135,308 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Community Funds Inc.
- EIN
- 13-6089923
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 140
- End-of-year plan assets
- $46,135,308
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 140 | H, C | 20240920145533NAL0007985377001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $46,135,308
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $46,135,308
- Net assets (BOY)
- $37,500,952
Income & contributions
- Employer contributions
- $1,372,000
- Total contributions
- $1,372,000
- Total income / additions
- $10,664,496
Expenses & distributions
- Benefits paid
- $1,797,147
- Administrative expenses
- $232,993
- Total expenses
- $2,030,140
- Net increase / (decrease)
- $8,634,356
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John W. Bristol & Co. Inc. | NONE | $99,912 | not reported in the loaded dataset | 2023 |
| Mg Trust Company Dba Matrix Trust | NONE | $59,030 | not reported in the loaded dataset | 2023 |
| Milliman, Inc. | NONE | $38,646 | not reported in the loaded dataset | 2023 |
| Pkf O'Connor Davies | NONE | $14,750 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Community Funds Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- John W. Bristol & Co. Inc. — Schedule C compensation
- Mg Trust Company Dba Matrix Trust — Schedule C compensation
- Milliman, Inc. — Schedule C compensation
- Pkf O'Connor Davies — Schedule C compensation