How many benefit plans does Pkf O'Connor Davies, Llp report on Form 5500?

Pkf O'Connor Davies, Llp (EIN 27-1728945) reports 3 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Pkf O'Connor Davies, Llp?

The Employer Identification Number (EIN) reported for Pkf O'Connor Davies, Llp is 27-1728945.

What is the latest Form 5500 filing year for Pkf O'Connor Davies, Llp?

The latest loaded Form 5500 filing year for Pkf O'Connor Davies, Llp is 2023.

Pkf O'Connor Davies, Llp — 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, Pkf O'Connor Davies, Llp (EIN 27-1728945) is a plan sponsor located in Harrison, NY with 3 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: 27-1728945
Location: Harrison, NY
Loaded plans: 3
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $272,550,811
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $272,550,811

Contributions & income

Employer contributions: $6,730,140
Participant contributions: $15,826,731
Total income / additions: $72,211,917

Expenses & distributions

Benefits paid / distributions: $11,720,935
Total expenses: $12,118,884
Net increase / (decrease): $60,093,033

Coverage

Total reported participants: 3,596
Plans with financial statements: 1
Plans with provider compensation: 1

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

Pkf O'Connor Davies, Llp plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Pkf O'Connor Davies, Llp 401(K) Savings & Retirement Plan	002	1,788	$272,550,811	2023
O'Connor Davies,Llp Life & Disability Insurance Plan	503	1,091	not reported in the loaded dataset	2023
O'Connor Davies, Llp Health Plan	502	717	not reported in the loaded dataset	2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Pkf O'Connor Davies, Llp
Year	Plan	Participants	Schedules	Filing
2023	O'Connor Davies, Llp Health Plan	717	—	20240730144338NAL0013518915001
2023	O'Connor Davies,Llp Life & Disability Insurance Plan	1,091	—	20240730145636NAL0020277633001
2023	Pkf O'Connor Davies, Llp 401(K) Savings & Retirement Plan	1,788	H, C	20241015085941NAL0029076609001