New York State Automobile Dealers, Inc. Grp. Ins. Trust — Form 5500 plan (The Trustees Of The Nys Automobile Dealers, Inc. Grp. Ins. Trust)
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 State Automobile Dealers, Inc. Grp. Ins. Trust is a benefit plan reported by The Trustees Of The Nys Automobile Dealers, Inc. Grp. Ins. Trust under EIN 14-6021721 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,595 participants and $3,275,651 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Trustees Of The Nys Automobile Dealers, Inc. Grp. Ins. Trust
- EIN
- 14-6021721
- Plan number
- 501
- Plan type
- 3
- Location
- Albany, NY
- Latest filing year
- 2023
- Participants
- 1,595
- End-of-year plan assets
- $3,275,651
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,595 | H, C | 20241011074508NAL0021489121002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,275,651
- Total liabilities (EOY)
- $82,966
- Net assets (EOY)
- $3,192,685
- Net assets (BOY)
- $2,775,847
Income & contributions
- Employer contributions
- $629,871
- Participant contributions
- $2,108,699
- Total contributions
- $2,738,570
- Total income / additions
- $2,889,820
Expenses & distributions
- Benefits paid
- $2,227,977
- Administrative expenses
- $245,005
- Total expenses
- $2,472,982
- Net increase / (decrease)
- $416,838
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Snyads, Inc | THIRD PARTY ADMINISTRATOR | $159,134 | not reported in the loaded dataset | 2023 |
| Ebix Inc | COMPUTER CONSULTANT | $35,424 | not reported in the loaded dataset | 2023 |
| West & Company Cpa'S Pc | ACCOUNTANT | $16,000 | not reported in the loaded dataset | 2023 |
| Colley Asset Management Inc. | INVESTMENT ADVISOR | $7,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Trustees Of The Nys Automobile Dealers, Inc. Grp. Ins. Trust
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Albany, NY
- Snyads, Inc — Schedule C compensation
- Ebix Inc — Schedule C compensation
- West & Company Cpa'S Pc — Schedule C compensation
- Colley Asset Management Inc. — Schedule C compensation