Easter Seals New Jersey Tax Sheltered Annuity Plan — Form 5500 plan (Easter Seals New Jersey, 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, Easter Seals New Jersey Tax Sheltered Annuity Plan is a benefit plan reported by Easter Seals New Jersey, Inc. under EIN 22-1508591 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,768 participants and $20,740,543 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Easter Seals New Jersey, Inc.
- EIN
- 22-1508591
- Plan number
- 002
- Plan type
- 2
- Location
- Jamesburg, NJ
- Latest filing year
- 2023
- Participants
- 1,768
- End-of-year plan assets
- $20,740,543
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,768 | H, C | 20241011080938NAL0022386913001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,740,543
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,740,543
- Net assets (BOY)
- $18,450,595
Income & contributions
- Employer contributions
- $589,028
- Participant contributions
- $1,887,207
- Total contributions
- $2,630,193
- Total income / additions
- $4,808,439
Expenses & distributions
- Benefits paid
- $2,305,329
- Administrative expenses
- $196,212
- Total expenses
- $2,518,491
- Net increase / (decrease)
- $2,289,948
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | RECORD KEEPER | $112,685 | $0 | 2023 |
| The Benefit Practice | THIRD PARTY ADMIN | $39,575 | not reported in the loaded dataset | 2023 |
| Cohn Reznick, Llp | AUDITOR | $23,150 | not reported in the loaded dataset | 2023 |
| Alphagraphics Of Mountainside | SERVICE PROVIDER | $20,802 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Easter Seals New Jersey, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Jamesburg, NJ
- Lincoln National Corporation — Schedule C compensation
- The Benefit Practice — Schedule C compensation
- Cohn Reznick, Llp — Schedule C compensation
- Alphagraphics Of Mountainside — Schedule C compensation