2023 Form 5500 filing — Peckar & Abramson, Pc 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 20241014160539NAL0013593235001) for Peckar & Abramson, Pc Profit Sharing 401(K) Plan, reported by Peckar & Abramson, Pc under EIN 22-2195219 and plan number 002. It reports 269 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014160539NAL0013593235001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Peckar & Abramson, Pc
- EIN
- 22-2195219
- Plan number
- 002
- Location
- River Edge, NJ
- Participants
- 269
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $46,189,178
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $46,189,178
- Employer contributions
- $750,300
- Participant contributions
- $1,458,682
- Total income / additions
- $7,782,481
- Benefits paid
- $3,951,934
- Administrative expenses
- $144,793
- Total expenses
- $4,146,373
- Net increase / (decrease)
- $3,636,108
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Commonwealth Equity Services LLC | INVESTMENT ADVISOR | $125,612 | not reported in the loaded dataset |
| Associated Pension Consultants | CONTRACT ADMIN | $14,416 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $7,676 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $3,501 | not reported in the loaded dataset |