2023 Form 5500 filing — Scarinci & Hollenbeck, LLC 401(K) 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 20240906115530NAL0001313665001) for Scarinci & Hollenbeck, LLC 401(K) Plan, reported by Scarinci & Hollenbeck, LLC under EIN 22-2865356 and plan number 001. It reports 137 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240906115530NAL0001313665001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Scarinci & Hollenbeck, LLC
- EIN
- 22-2865356
- Plan number
- 001
- Location
- Little Falls, NJ
- Participants
- 137
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,515,165
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,515,165
- Employer contributions
- $0
- Participant contributions
- $720,018
- Total income / additions
- $2,620,467
- Benefits paid
- $2,272,270
- Administrative expenses
- $23,524
- Total expenses
- $2,295,794
- Net increase / (decrease)
- $324,673
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alliant Retirement Services | ADVISOR | $10,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $7,877 | $0 |
| Strategic Advisers, Inc. | ADVISOR | $5,647 | not reported in the loaded dataset |