2023 Form 5500 filing — Felix Storch Inc. 401(K) Profit Sharing Plan And Trust
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 20241011100558NAL0012352835001) for Felix Storch Inc. 401(K) Profit Sharing Plan And Trust, reported by Felix Storch Inc. under EIN 11-2197886 and plan number 001. It reports 249 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011100558NAL0012352835001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Felix Storch Inc.
- EIN
- 11-2197886
- Plan number
- 001
- Location
- Bronx, NY
- Participants
- 249
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,496,222
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,496,222
- Employer contributions
- $458,951
- Participant contributions
- $834,171
- Total income / additions
- $2,579,568
- Benefits paid
- $936,064
- Administrative expenses
- $68,240
- Total expenses
- $1,004,304
- Net increase / (decrease)
- $1,575,264
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $66,342 | $0 |
| Onedigital Investment Advisors | INVESTMENT ADVISORY | $0 | $30,800 |
| Aurora Private Wealth, Inc. | INVESTMENT ADVISORY | $0 | $9,325 |
| Associated Pension Consultants, Inc | CONTRACT ADMINISTRATOR | $1,898 | $780 |