New York State Technology Enterprise Corporation 403b Retirement Plan — Form 5500 plan (New York State Technology Enterprise 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, New York State Technology Enterprise Corporation 403b Retirement Plan is a benefit plan reported by New York State Technology Enterprise Corporation under EIN 16-1521105 and plan number 001. The latest loaded filing year is 2023. The filing reports 415 participants and $58,076,122 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- New York State Technology Enterprise Corporation
- EIN
- 16-1521105
- Plan number
- 001
- Plan type
- 2
- Location
- Rome, NY
- Latest filing year
- 2023
- Participants
- 415
- End-of-year plan assets
- $58,076,122
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 415 | H, C | 20240917110425NAL0004993280001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $58,076,122
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $58,076,122
- Net assets (BOY)
- $45,237,672
Income & contributions
- Employer contributions
- $3,554,710
- Participant contributions
- $4,146,096
- Total contributions
- $8,944,212
- Total income / additions
- $16,223,151
Expenses & distributions
- Benefits paid
- $3,207,188
- Administrative expenses
- $177,513
- Total expenses
- $3,384,701
- Net increase / (decrease)
- $12,838,450
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Prime Capital Invest. Adv. | INVESTMENT ADMISORY | $143,351 | not reported in the loaded dataset | 2023 |
| Ascensus LLC | RECORDKEEPER | $33,106 | not reported in the loaded dataset | 2023 |
| The Angell Pension Group, Inc. | TPA | $5,250 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for New York State Technology Enterprise Corporation
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Rome, NY
- Prime Capital Invest. Adv. — Schedule C compensation
- Ascensus LLC — Schedule C compensation
- The Angell Pension Group, Inc. — Schedule C compensation