2023 Form 5500 filing — Barasch & Mcgarry, P. C. , 401(K) Profit Sharing P
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 20241015160944NAL0015049539001) for Barasch & Mcgarry, P. C. , 401(K) Profit Sharing P, reported by Barasch & Mcgarry, P.C., Dba Barasch Mcgarry Salzman & Penson under EIN 13-3806401 and plan number 001. It reports 210 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015160944NAL0015049539001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Barasch & Mcgarry, P.C., Dba Barasch Mcgarry Salzman & Penson
- EIN
- 13-3806401
- Plan number
- 001
- Location
- New York, NY
- Participants
- 210
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,669,802
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,669,802
- Employer contributions
- $1,456,189
- Participant contributions
- $898,493
- Total income / additions
- $4,355,143
- Benefits paid
- $177,460
- Administrative expenses
- $62,300
- Total expenses
- $239,760
- Net increase / (decrease)
- $4,115,383
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pcs Retirement | CONTRACT ADMINISTRATOR | $48,387 | not reported in the loaded dataset |