Istar Group — Form 5500 plan (Istar Jewelry)
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, Istar Group is a benefit plan reported by Istar Jewelry under EIN 47-4967597 and plan number 001. The latest loaded filing year is 2023. The filing reports 288 participants and $2,655,203 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Istar Jewelry
- EIN
- 47-4967597
- Plan number
- 001
- Plan type
- 2
- Location
- Pine Brook, NJ
- Latest filing year
- 2023
- Participants
- 288
- End-of-year plan assets
- $2,655,203
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 288 | H, C | 20241015150030NAL0014904051001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,655,203
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,655,203
- Net assets (BOY)
- $2,107,298
Income & contributions
- Participant contributions
- $372,285
- Total contributions
- $372,285
- Total income / additions
- $699,108
Expenses & distributions
- Benefits paid
- $145,364
- Administrative expenses
- $1,280
- Total expenses
- $151,203
- Net increase / (decrease)
- $547,905
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $1,275 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
| Aig Securities A K A Sagepoint Advi | ADVISOR | $0 | $0 | 2023 |