How many benefit plans does Farrell Fritz, P.C. report on Form 5500?

Farrell Fritz, P.C. (EIN 06-1620161) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Farrell Fritz, P.C.?

The Employer Identification Number (EIN) reported for Farrell Fritz, P.C. is 06-1620161.

What is the latest Form 5500 filing year for Farrell Fritz, P.C.?

The latest loaded Form 5500 filing year for Farrell Fritz, P.C. is 2023.

Farrell Fritz, P.C. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Farrell Fritz, P.C. (EIN 06-1620161) is a plan sponsor located in Uniondale, NY with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 06-1620161
Location: Uniondale, NY
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $79,388,053
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $79,388,053

Contributions & income

Employer contributions: $1,142,974
Participant contributions: $1,697,798
Total income / additions: $14,246,824

Expenses & distributions

Benefits paid / distributions: $2,817,247
Total expenses: $2,831,465
Net increase / (decrease): $11,415,359

Coverage

Total reported participants: 382
Plans with financial statements: 1
Plans with provider compensation: 0

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Farrell Fritz, P.C. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Farrell Fritz, P.C. 401(K) Profit Sharing Plan	002	240	$79,388,053	2023
Farrell Fritz Welfare Plan	501	142	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Farrell Fritz, P.C.
Year	Plan	Participants	Schedules	Filing
2023	Farrell Fritz, P.C. 401(K) Profit Sharing Plan	240	H	20241007120058NAL0015132817001
2023	Farrell Fritz Welfare Plan	142	—	20241025090543NAL0001925537001