2023 Form 5500 filing — Aaronson, Rappaport, Feinstein & Deutsch, Llp 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 20241004104432NAL0012113745001) for Aaronson, Rappaport, Feinstein & Deutsch, Llp 401(K) Plan, reported by Aaronson Rappaport Feinstein & Deutsch, Llp under EIN 13-3690958 and plan number 002. It reports 154 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004104432NAL0012113745001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Aaronson Rappaport Feinstein & Deutsch, Llp
- EIN
- 13-3690958
- Plan number
- 002
- Location
- New York, NY
- Participants
- 154
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,416,833
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,416,833
- Employer contributions
- $0
- Participant contributions
- $1,168,834
- Total income / additions
- $5,165,710
- Benefits paid
- $1,828,419
- Administrative expenses
- $28,817
- Total expenses
- $1,867,678
- Net increase / (decrease)
- $3,298,032
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Royal Alliance Associates Inc | ADVISOR | $49,181 | not reported in the loaded dataset |
| Rogoff & Company, Pc | ACCOUNTANT/AUDITOR | $17,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$37,364 | $0 |