2023 Form 5500 filing — Finn Dixon & Herling Llp 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 20241007105635NAL0025974240001) for Finn Dixon & Herling Llp 401(K) Profit Sharing Plan, reported by Finn Dixon & Herling Llp under EIN 06-1190097 and plan number 001. It reports 125 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007105635NAL0025974240001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Finn Dixon & Herling Llp
- EIN
- 06-1190097
- Plan number
- 001
- Location
- Stamford, CT
- Participants
- 125
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,746,375
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,746,375
- Employer contributions
- $1,050,140
- Participant contributions
- $1,511,747
- Total income / additions
- $8,220,825
- Benefits paid
- $3,294,194
- Administrative expenses
- $73,160
- Total expenses
- $3,367,354
- Net increase / (decrease)
- $4,853,471
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Global Banking Ops | INVESTMENT ADVISORY | $67,381 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORDKEEPER | $36,989 | $0 |
| Mahoney Sabol And Company | IQPA | $15,695 | not reported in the loaded dataset |