2023 Form 5500 filing — The Frisch School 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 20241008144949NAL0009797299001) for The Frisch School 401(K) Plan, reported by The Frisch School under EIN 22-1937461 and plan number 003. It reports 192 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008144949NAL0009797299001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Frisch School
- EIN
- 22-1937461
- Plan number
- 003
- Location
- Paramus, NJ
- Participants
- 192
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,769,395
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,769,395
- Employer contributions
- $589,708
- Participant contributions
- $1,458,176
- Total income / additions
- $6,185,816
- Benefits paid
- $1,827,137
- Administrative expenses
- $67,473
- Total expenses
- $1,894,610
- Net increase / (decrease)
- $4,291,206
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | CONSULTANT | $41,033 | not reported in the loaded dataset |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $26,440 | $0 |