2023 Form 5500 filing — Pasternack Tilker Ziegler Walsh Stanton & Romano Llp 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 20241015133901NAL0028603377001) for Pasternack Tilker Ziegler Walsh Stanton & Romano Llp Profit Sharing Plan, reported by Pasternack Tilker Ziegler Walsh Stanton & Romano Llp under EIN 27-2901122 and plan number 001. It reports 139 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$10.7MReported net assets$10,659,280

Participants139

Provider compensation$100.1K5 Schedule C row(s)$100,088

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241015133901NAL0028603377001
Plan sponsor: Pasternack Tilker Ziegler Walsh Stanton & Romano Llp
EIN: 27-2901122
Plan number: 001
Location: Brooklyn, NY
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$10.7M total assets

Net assets$10.7MLiabilities$0

Money in vs. money out

Total income / additions$3M

Total expenses$8.9M

Benefits paid / distributions$8.8M

Contributions

Employer$360.5K

Participant$351.3K

Full reported line items

Total assets (EOY): $10,659,280
Total liabilities (EOY): $0
Net assets (EOY): $10,659,280
Employer contributions: $360,531
Participant contributions: $351,260
Total income / additions: $2,964,064
Benefits paid: $8,795,214
Administrative expenses: $96,024
Total expenses: $8,891,238
Net increase / (decrease): -$5,927,174

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Merrill Lynch$55.5K
CUSTODIAN OF ASSETS · Direct $55.5K
2
Planned Financial Programs Co$18K
THIRD PARTY ADMINISTRATO · Direct $0 · Indirect $18K
3
Commonwealth Financial Nework$11.9K
BROKER · Direct $11.9K
4
Principal Life Insurance Company$10.7K
CONTRACT ADMINISTRATOR · Direct $10.7K · Indirect $0
5
Nationwide$3.9K
INVESTMENTS RECORDKEEPER · Direct $3.5K · Indirect $440

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015133901NAL0028603377001 cover?: It is the 2023 Form 5500 filing for Pasternack Tilker Ziegler Walsh Stanton & Romano Llp Profit Sharing Plan, reported by Pasternack Tilker Ziegler Walsh Stanton & Romano Llp (EIN 27-2901122).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).