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NEW YORK STATE FORUM INC 401K PLAN 401k Plan overview

Plan NameNEW YORK STATE FORUM INC 401K PLAN
Plan identification number 001

NEW YORK STATE FORUM INC 401K 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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 FORUM INC has sponsored the creation of one or more 401k plans.

Company Name:NEW YORK STATE FORUM INC
Employer identification number (EIN):263962887
NAIC Classification:541519
NAIC Description:Other Computer Related Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEW YORK STATE FORUM INC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01QIAN LIU2024-05-15
0012022-01-01CHRISTINE RIMER2023-05-27
0012021-01-01CHRISTINE RIMER2022-05-31
0012013-01-01JOAN M SULLIVAN2014-06-17 JOAN M SULLIVAN2014-06-17
0012012-01-01JOAN M. SULLIVAN2013-09-18 JOAN M. SULLIVAN2013-09-18
0012011-01-01DEBORAH V. BUCK2012-06-15 DEBORAH V. BUCK2012-06-15
0012010-01-01MARK B. MITCHELL2011-07-19 MARK B. MITCHELL2011-07-19

Plan Statistics for NEW YORK STATE FORUM INC 401K PLAN

401k plan membership statisitcs for NEW YORK STATE FORUM INC 401K PLAN

Measure Date Value
2025: NEW YORK STATE FORUM INC 401K PLAN 2025 401k membership
Total number of particpants at beginning of year2025-04-155
Total number of particpants at end of year2025-04-155
Number of Participants With Account Balances2025-04-155
2024: NEW YORK STATE FORUM INC 401K PLAN 2024 401k membership
Total number of particpants at beginning of year2024-05-154
Total number of particpants at end of year2024-05-155
Number of Participants With Account Balances2024-05-155

Financial Data on NEW YORK STATE FORUM INC 401K PLAN

Measure Date Value
2025 : NEW YORK STATE FORUM INC 401K PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-150
Total liabilities as of the end of the plan year2025-04-150
Total liabilities as of the beginning of the plan year2025-04-150
Total expenses incurred by plan in this plan year2025-04-15215
Net assets as of the end of the plan year2025-04-15249469
Total assets as of the beginning of the plan year2025-04-15173432
Value of plan covered by a fidelity bond2025-04-15917471694
Participant contributions to plan in this plan year2025-04-1529616
Other expenses paid from plan in this plan year2025-04-150
Other contributions to plan in this plan year2025-04-150
Other income to plan in this plan year2025-04-1537973
Plan net income in this plan year2025-04-1576037
Net assets as of the end of the plan year2025-04-15249469
Net assets as of the beginning of the plan year2025-04-15173432
Value of contributions failed to transmitted timely2025-04-151156
Employer contributions to plan in this plan year2025-04-158663
Fees paid to broker by Benefit Provider2025-04-150
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-15215
2024 : NEW YORK STATE FORUM INC 401K PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-150
Total liabilities as of the end of the plan year2024-05-150
Total liabilities as of the beginning of the plan year2024-05-150
Total expenses incurred by plan in this plan year2024-05-159447
Net assets as of the end of the plan year2024-05-15173432
Total assets as of the beginning of the plan year2024-05-15110611
Value of plan covered by a fidelity bond2024-05-15705050000
Participant contributions to plan in this plan year2024-05-1534498
Other expenses paid from plan in this plan year2024-05-150
Other contributions to plan in this plan year2024-05-150
Other income to plan in this plan year2024-05-1531289
Plan net income in this plan year2024-05-1562821
Net assets as of the end of the plan year2024-05-15173432
Net assets as of the beginning of the plan year2024-05-15110611
Value of contributions failed to transmitted timely2024-05-153784
Employer contributions to plan in this plan year2024-05-156481
Fees paid to broker by Benefit Provider2024-05-150
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-15254

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