2023 Form 5500 filing — Zwanger & Pesiri Radiology Group 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 20241008124754NAL0016640897001) for Zwanger & Pesiri Radiology Group 401(K) Plan, reported by Zwanger & Pesiri Radiology Group under EIN 11-1980085 and plan number 001. It reports 1,252 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241008124754NAL0016640897001
Filing year
2023
Form type
2
Plan sponsor
Zwanger & Pesiri Radiology Group
EIN
11-1980085
Plan number
001
Location
Lindenhurst, NY
Participants
1,252
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$95,483,122
Total liabilities (EOY)
$0
Net assets (EOY)
$95,483,122
Employer contributions
$2,607,030
Participant contributions
$5,801,269
Total income / additions
$23,566,619
Benefits paid
$7,331,412
Administrative expenses
$135,037
Total expenses
$7,489,175
Net increase / (decrease)
$16,077,444
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Lpl Financial LLCADVISOR$112,096not reported in the loaded dataset
Fidelity Investments InstitutionalRECORDKEEPER$12,111$0
Signature SecuritiesADVISOR$10,830not reported in the loaded dataset

Related Form 5500 pages