2023 Form 5500 filing — Connell Foley, Llp Employees 401(K) Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240613100629NAL0065846898001) for Connell Foley, Llp Employees 401(K) Profit Sharing Plan, reported by Connell Foley, Llp under EIN 22-1500072 and plan number 001. It reports 366 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240613100629NAL0065846898001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Connell Foley, Llp
- EIN
- 22-1500072
- Plan number
- 001
- Location
- Roseland, NJ
- Participants
- 366
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $126,506,473
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $126,506,473
- Employer contributions
- $2,352,044
- Participant contributions
- $2,350,079
- Total income / additions
- $24,761,544
- Benefits paid
- $10,584,260
- Administrative expenses
- $84,795
- Total expenses
- $10,669,055
- Net increase / (decrease)
- $14,092,489
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Capital Group | NONE | $64,606 | not reported in the loaded dataset |
| Pkf O'Connor Davies Llp | NONE | $20,100 | not reported in the loaded dataset |
| John Hancock | NONE | $89 | $0 |