2023 Form 5500 filing — Fragomen, Del Rey, Bernsen & Loewy, Llp 401(K) Profit Sharing 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 20241015115705NAL0016293795001) for Fragomen, Del Rey, Bernsen & Loewy, Llp 401(K) Profit Sharing Plan, reported by Fragomen, Del Rey, Bernsen & Loewy, Llp under EIN 13-2726464 and plan number 001. It reports 4,428 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015115705NAL0016293795001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fragomen, Del Rey, Bernsen & Loewy, Llp
- EIN
- 13-2726464
- Plan number
- 001
- Location
- Matawan, NJ
- Participants
- 4,428
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $297,219,600
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $297,219,600
- Employer contributions
- $1,910,870
- Participant contributions
- $22,343,469
- Total income / additions
- $74,350,383
- Benefits paid
- $14,446,476
- Administrative expenses
- $331,213
- Total expenses
- $14,778,430
- Net increase / (decrease)
- $59,571,953
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $299,713 | $0 |
| Mcgladrey Llp | AUDITOR | $31,500 | not reported in the loaded dataset |