2023 Form 5500 filing — Bressler, Amery & Ross P. C. 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 20241007104804NAL0015056513001) for Bressler, Amery & Ross P. C. 401(K) Profit Sharing Plan, reported by Bressler, Amery & Ross P.C. under EIN 22-3319987 and plan number 001. It reports 370 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007104804NAL0015056513001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bressler, Amery & Ross P.C.
- EIN
- 22-3319987
- Plan number
- 001
- Location
- Florham Park, NJ
- Participants
- 370
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $75,046,098
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $75,046,098
- Employer contributions
- $1,217,963
- Participant contributions
- $2,802,779
- Total income / additions
- $14,742,713
- Benefits paid
- $8,482,310
- Administrative expenses
- $330,987
- Total expenses
- $8,813,297
- Net increase / (decrease)
- $5,929,416
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $262,892 | $0 |