2023 Form 5500 filing — Private Prep Nyc LLC 401(K) Profit Sharing Plan & 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 20241014114454NAL0027182177001) for Private Prep Nyc LLC 401(K) Profit Sharing Plan & Trust, reported by Private Prep Nyc LLC under EIN 27-0701108 and plan number 001. It reports 137 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014114454NAL0027182177001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Private Prep Nyc LLC
- EIN
- 27-0701108
- Plan number
- 001
- Location
- Port Washington, NY
- Participants
- 137
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,957,983
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,957,983
- Employer contributions
- $265,294
- Participant contributions
- $581,878
- Total income / additions
- $1,565,666
- Benefits paid
- $727,785
- Administrative expenses
- $32,340
- Total expenses
- $760,125
- Net increase / (decrease)
- $805,541
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Co | CONTROL ADMINISTRATOR | $31,666 | $0 |
| Aurora Private Wealth Inc. | INVESTMENT ADVISORY | $0 | $13,454 |