2023 Form 5500 filing — Turken Heath & Mccauley Llp Retirement 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 20241001092347NAL0003159587001) for Turken Heath & Mccauley Llp Retirement Plan, reported by Turken Heath & Mccauley Llp under EIN 46-1505939 and plan number 001. It reports 29 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241001092347NAL0003159587001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Turken Heath & Mccauley Llp
- EIN
- 46-1505939
- Plan number
- 001
- Location
- Armonk, NY
- Participants
- 29
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,428,973
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,428,973
- Employer contributions
- $285,139
- Participant contributions
- $189,352
- Total income / additions
- $1,081,980
- Benefits paid
- $82,099
- Administrative expenses
- $230
- Total expenses
- $82,329
- Net increase / (decrease)
- $999,651
- Schedule source
- Schedule I