2023 Form 5500 filing — Finkelstein & Affiliated Entities 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 20241011145753NAL0039119488001) for Finkelstein & Affiliated Entities 401(K) Plan, reported by Finkelstein & Partners, Llp under EIN 14-1618161 and plan number 003. It reports 418 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011145753NAL0039119488001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Finkelstein & Partners, Llp
- EIN
- 14-1618161
- Plan number
- 003
- Location
- Newburgh, NY
- Participants
- 418
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $41,382,612
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,382,612
- Employer contributions
- $197,125
- Participant contributions
- $2,091,156
- Total income / additions
- $7,846,869
- Benefits paid
- $3,291,881
- Administrative expenses
- -$16,306
- Total expenses
- $3,275,575
- Net increase / (decrease)
- $4,571,294
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ameriprise Financial Services Inc | ADVISOR | $0 | $34,318 |
| Fidelity Investments Institutional | RECORDKEEPER | -$16,306 | $0 |