2023 Form 5500 filing — Ferrilli Retirement 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 20241013081644NAL0042008672001) for Ferrilli Retirement Plan, reported by Ferrilli under EIN 20-1286946 and plan number 001. It reports 233 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$11.3MReported net assets$11,302,998
Participants233
Provider compensation$3.8K1 Schedule C row(s)$3,762
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241013081644NAL0042008672001
- Plan sponsor
- Ferrilli
- EIN
- 20-1286946
- Plan number
- 001
- Location
- Haddonfield, NJ
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$11.3M total assets
Net assets$11.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $11,302,998
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,302,998
- Employer contributions
- $687,604
- Participant contributions
- $1,365,277
- Total income / additions
- $3,916,569
- Benefits paid
- $159,354
- Administrative expenses
- $5,516
- Total expenses
- $168,736
- Net increase / (decrease)
- $3,747,833
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $3,762 | $0 |