2023 Form 5500 filing — Mcelroy, Deutsch, Mulvaney & Carpenter, 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 20241015093629NAL0014325107001) for Mcelroy, Deutsch, Mulvaney & Carpenter, Llp 401(K) Plan, reported by Mcelroy, Deutsch, Mulvaney And Carpenter, Llp under EIN 22-2445165 and plan number 001. It reports 484 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015093629NAL0014325107001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mcelroy, Deutsch, Mulvaney And Carpenter, Llp
- EIN
- 22-2445165
- Plan number
- 001
- Location
- Morristown, NJ
- Participants
- 484
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $116,031,644
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $116,031,644
- Employer contributions
- $0
- Participant contributions
- $2,777,721
- Total income / additions
- $21,328,055
- Benefits paid
- $12,246,577
- Administrative expenses
- $214,059
- Total expenses
- $12,460,636
- Net increase / (decrease)
- $8,867,419
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Capital Group LLC | NONE | $154,500 | not reported in the loaded dataset |
| T Rowe Price Rps Inc | NONE | $36,759 | $0 |
| Clyne Eagan And Associates | NONE | $22,500 | not reported in the loaded dataset |