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NEW YORK STATE ASSOCIATION 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NameNEW YORK STATE ASSOCIATION 401 K PROFIT SHARING PLAN TRUST
Plan identification number 003

NEW YORK STATE ASSOCIATION 401 K PROFIT SHARING PLAN TRUST 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.
  • 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 ASSOCIATION OF has sponsored the creation of one or more 401k plans.

Company Name:NEW YORK STATE ASSOCIATION OF
Employer identification number (EIN):140992970
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEW YORK STATE ASSOCIATION 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01DUNCAN MACKENZIE2024-04-03
0032022-01-01DUNCAN MACKENZIE2023-03-29
0032021-01-01DUNCAN MACKENZIE2022-03-30
0032021-01-01DUNCAN MACKENZIE2022-06-16
0032020-01-01DUNCAN MACKENZIE2021-04-07
0032019-01-01DUNCAN MACKENZIE2020-06-18
0032018-01-01DUNCAN MACKENZIE2019-03-14
0032017-01-01DUNCAN MACKENZIE2018-04-02
0032016-01-01DUNCAN MACKENZIE2017-05-16
0032015-01-01DUNCAN MACKENZIE2016-05-25
0032014-01-01DUNCAN MACKENZIE2015-05-11
0032013-01-01DUNCAN MACKENZIE2014-06-20
0032012-01-01NYS ASSOC OF REALTORS, INC.2013-06-07
0032011-01-01NYS ASSOC OF REALTORS, INC.2013-06-05
0032010-01-01NYS ASSOC OF REALTORS, INC.

Financial Data on NEW YORK STATE ASSOCIATION 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025 : NEW YORK STATE ASSOCIATION 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-160
Total liabilities as of the end of the plan year2025-04-160
Total liabilities as of the beginning of the plan year2025-04-160
Total expenses incurred by plan in this plan year2025-04-16549830
Net assets as of the end of the plan year2025-04-166104816
Total assets as of the beginning of the plan year2025-04-165548768
Value of plan covered by a fidelity bond2025-04-16500000
Participant contributions to plan in this plan year2025-04-16239391
Value of participant loans at end of plan year2025-04-1610855
Other expenses paid from plan in this plan year2025-04-160
Other contributions to plan in this plan year2025-04-160
Other income to plan in this plan year2025-04-16715110
Plan net income in this plan year2025-04-16556048
Net assets as of the end of the plan year2025-04-166104816
Net assets as of the beginning of the plan year2025-04-165548768
Employer contributions to plan in this plan year2025-04-16151377
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-1639109
2024 : NEW YORK STATE ASSOCIATION 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-04-030
Total liabilities as of the end of the plan year2024-04-030
Total liabilities as of the beginning of the plan year2024-04-030
Total expenses incurred by plan in this plan year2024-04-0332838
Net assets as of the end of the plan year2024-04-035548768
Total assets as of the beginning of the plan year2024-04-034456312
Value of plan covered by a fidelity bond2024-04-03500000
Participant contributions to plan in this plan year2024-04-03230369
Value of participant loans at end of plan year2024-04-0322135
Other expenses paid from plan in this plan year2024-04-030
Other contributions to plan in this plan year2024-04-030
Other income to plan in this plan year2024-04-03765353
Plan net income in this plan year2024-04-031092456
Net assets as of the end of the plan year2024-04-035548768
Net assets as of the beginning of the plan year2024-04-034456312
Employer contributions to plan in this plan year2024-04-03129572
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-0332838
2022 : NEW YORK STATE ASSOCIATION 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-06-160
Total liabilities as of the end of the plan year2022-06-160
Total liabilities as of the beginning of the plan year2022-06-160
Total expenses incurred by plan in this plan year2022-06-161035549
Net assets as of the end of the plan year2022-06-164869376
Total assets as of the beginning of the plan year2022-06-164929484
Value of plan covered by a fidelity bond2022-06-16500000
Participant contributions to plan in this plan year2022-06-16188699
Value of participant loans at end of plan year2022-06-1634295
Other expenses paid from plan in this plan year2022-06-160
Other contributions to plan in this plan year2022-06-160
Other income to plan in this plan year2022-06-16662229
Plan net income in this plan year2022-06-16-60108
Net assets as of the end of the plan year2022-06-164869376
Net assets as of the beginning of the plan year2022-06-164929484
Employer contributions to plan in this plan year2022-06-16124513
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-1628857
2010 : NEW YORK STATE ASSOCIATION 401 K PROFIT SHARING PLAN TRUST 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$187,233
Expenses. Total of all expenses incurred2010-12-31$16,603
Benefits paid (including direct rollovers)2010-12-31$16,071
Total plan assets at end of year2010-12-31$1,070,341
Total plan assets at beginning of year2010-12-31$899,711
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$76,390
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$110,843
Net income (gross income less expenses)2010-12-31$170,630
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,070,341
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$899,711
Total contributions received or receivable from employer(s)2010-12-31$0
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$532
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0

Form 5500 Responses for NEW YORK STATE ASSOCIATION 401 K PROFIT SHARING PLAN TRUST

2010: NEW YORK STATE ASSOCIATION 401 K PROFIT SHARING PLAN TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes

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