2023 Form 5500 filing — Adrianna Papell, LLC Employees Profit Sharing & 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 20241014155451NAL0015249811001) for Adrianna Papell, LLC Employees Profit Sharing & 401(K) Plan, reported by Adrianna Papell, LLC under EIN 13-3919793 and plan number 002. It reports 114 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014155451NAL0015249811001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Adrianna Papell, LLC
- EIN
- 13-3919793
- Plan number
- 002
- Location
- New York, NY
- Participants
- 114
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,982,552
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,982,552
- Participant contributions
- $506,232
- Total income / additions
- $1,659,938
- Benefits paid
- $244,785
- Administrative expenses
- $37,556
- Total expenses
- $282,341
- Net increase / (decrease)
- $1,377,597
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mml Investors Services | ADVISORS | $22,066 | not reported in the loaded dataset |
| Nationwide | RECORDKEEPER | $13,912 | $819 |
| Gettry Marcus Cpa Pc | ACCOUNTANT | $12,500 | not reported in the loaded dataset |
| Associated Pension Consultants, Inc | TPA | $3,810 | $0 |
| Iron-Co-Fid-3(21) | 3(21) CO-FIDUCIARY | $1,471 | not reported in the loaded dataset |