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NEW YORK STATE DEFENDERS ASSOCIATION, INC. 403(B) PLAN 401k Plan overview

Plan NameNEW YORK STATE DEFENDERS ASSOCIATION, INC. 403(B) PLAN
Plan identification number 001

NEW YORK STATE DEFENDERS ASSOCIATION, INC. 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

NEW YORK STATE DEFENDERS ASSOCIATION, INC. has sponsored the creation of one or more 401k plans.

Company Name:NEW YORK STATE DEFENDERS ASSOCIATION, INC.
Employer identification number (EIN):112461900
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEW YORK STATE DEFENDERS ASSOCIATION, INC. 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JOEL ROSENBERG2024-07-05
0012022-01-01JOEL ROSENBERG2023-06-13
0012021-01-01JOEL ROSENBERG2022-08-02
0012020-01-01JOEL ROSENBERG2021-08-18
0012019-01-01JOEL ROSENBERG2020-07-24
0012018-01-01JOEL ROSENBERG2019-08-30
0012017-01-01JOEL ROSENBERG2018-09-19
0012016-01-01JOEL ROSENBERG2017-07-25
0012015-01-01JOEL ROSENBERG2016-07-21
0012013-01-01MARY DURGEE2014-05-01
0012012-01-01MARY DURGEE2013-03-14 JONATHAN E GRADESS2013-03-14
0012011-01-01MARY DURGEE2012-02-09 MARY DURGEE2012-02-09
0012010-01-01MARY DURGEE2011-05-26 MARY DURGEE2011-05-26

Plan Statistics for NEW YORK STATE DEFENDERS ASSOCIATION, INC. 403(B) PLAN

401k plan membership statisitcs for NEW YORK STATE DEFENDERS ASSOCIATION, INC. 403(B) PLAN

Measure Date Value
2025: NEW YORK STATE DEFENDERS ASSOCIATION, INC. 403(B) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-07-1846
Total number of particpants at end of year2025-07-1847
Number of Participants With Account Balances2025-07-1843
2024: NEW YORK STATE DEFENDERS ASSOCIATION, INC. 403(B) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-07-0544
Total number of particpants at end of year2024-07-0546
Number of Participants With Account Balances2024-07-0541

Financial Data on NEW YORK STATE DEFENDERS ASSOCIATION, INC. 403(B) PLAN

Measure Date Value
2025 : NEW YORK STATE DEFENDERS ASSOCIATION, INC. 403(B) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-180
Total liabilities as of the end of the plan year2025-07-180
Total liabilities as of the beginning of the plan year2025-07-180
Total expenses incurred by plan in this plan year2025-07-18740358
Net assets as of the end of the plan year2025-07-183312798
Total assets as of the beginning of the plan year2025-07-183368813
Value of plan covered by a fidelity bond2025-07-18150000
Participant contributions to plan in this plan year2025-07-18107345
Value of participant loans at end of plan year2025-07-184672
Other expenses paid from plan in this plan year2025-07-180
Other contributions to plan in this plan year2025-07-180
Other income to plan in this plan year2025-07-18404403
Plan net income in this plan year2025-07-18-56015
Net assets as of the end of the plan year2025-07-183312798
Net assets as of the beginning of the plan year2025-07-183368813
Employer contributions to plan in this plan year2025-07-18172595
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-18200
2024 : NEW YORK STATE DEFENDERS ASSOCIATION, INC. 403(B) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-050
Total liabilities as of the end of the plan year2024-07-050
Total liabilities as of the beginning of the plan year2024-07-050
Total expenses incurred by plan in this plan year2024-07-05160484
Net assets as of the end of the plan year2024-07-053368813
Total assets as of the beginning of the plan year2024-07-052823072
Value of plan covered by a fidelity bond2024-07-0510000
Participant contributions to plan in this plan year2024-07-05105234
Value of participant loans at end of plan year2024-07-057543
Other expenses paid from plan in this plan year2024-07-050
Other contributions to plan in this plan year2024-07-050
Other income to plan in this plan year2024-07-05433825
Plan net income in this plan year2024-07-05545741
Net assets as of the end of the plan year2024-07-053368813
Net assets as of the beginning of the plan year2024-07-052823072
Employer contributions to plan in this plan year2024-07-05167166
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-05250

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