2023 Form 5500 filing — Decotiis, Fitzpatrick, Cole & Giblin, Llp 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 20241014145159NAL0046440976001) for Decotiis, Fitzpatrick, Cole & Giblin, Llp 401(K) Plan, reported by Decotiis, Fitzpatrick, Cole & Giblin, Llp under EIN 31-1425096 and plan number 001. It reports 131 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014145159NAL0046440976001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Decotiis, Fitzpatrick, Cole & Giblin, Llp
- EIN
- 31-1425096
- Plan number
- 001
- Location
- Paramus, NJ
- Participants
- 131
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,453,809
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,453,809
- Participant contributions
- $797,028
- Total income / additions
- $3,480,620
- Benefits paid
- $1,780,082
- Administrative expenses
- $57,542
- Total expenses
- $1,837,624
- Net increase / (decrease)
- $1,642,996
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $56,662 | $0 |
| Gwn Securities Inc. | INVESTMENT ADVISORY | $0 | $48,329 |
| The Retirement Advantage, Inc. | CONTRACT ADMINISTRATOR | $875 | $5,981 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |