2023 Form 5500 filing — Farrell Fritz, 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 20241007120058NAL0015132817001) for Farrell Fritz, P.C. 401(K) Profit Sharing Plan, reported by Farrell Fritz, P.C. under EIN 06-1620161 and plan number 002. It reports 240 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20241007120058NAL0015132817001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Farrell Fritz, P.C.
- EIN
- 06-1620161
- Plan number
- 002
- Location
- Uniondale, NY
- Participants
- 240
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $79,388,053
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $79,388,053
- Employer contributions
- $1,142,974
- Participant contributions
- $1,697,798
- Total income / additions
- $14,246,824
- Benefits paid
- $2,817,247
- Administrative expenses
- $12,794
- Total expenses
- $2,831,465
- Net increase / (decrease)
- $11,415,359
- Schedule source
- Schedule H