Plan5500

Catbird Nyc, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Catbird Nyc, LLC)

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, Catbird Nyc, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Catbird Nyc, LLC under EIN 20-5172055 and plan number 003. The latest loaded filing year is 2023. The filing reports 234 participants and $1,977,603 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Catbird Nyc, LLC
EIN
20-5172055
Plan number
003
Plan type
2
Location
Brooklyn, NY
Latest filing year
2023
Participants
234
End-of-year plan assets
$1,977,603

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023234H, C20241015161756NAL0016860659004

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,977,603
Net assets (EOY)
$1,977,603
Net assets (BOY)
$513,981

Income & contributions

Participant contributions
$277,434
Total contributions
$1,360,202
Total income / additions
$1,570,453

Expenses & distributions

Benefits paid
$94,656
Administrative expenses
$12,175
Total expenses
$106,831
Net increase / (decrease)
$1,463,622

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Life & Annuity Insurance CoRECORDKEEPER$6,873$02023
Kestra Advisory Services LLCINVESTMENT ADVISOR$5,093$02023
Empower Advisory Group, LLCINVESTMENT MGMT$1,859$02023
PrcaCONTRACT ADMIN$500$02023

Related Form 5500 pages