2023 Form 5500 filing — Mandelbaum Barrett, Pc Employee Savings 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 20241015190306NAL0030706289001) for Mandelbaum Barrett, Pc Employee Savings Plan, reported by Mandelbaum Barrett, Pc under EIN 22-1981178 and plan number 001. It reports 165 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015190306NAL0030706289001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mandelbaum Barrett, Pc
- EIN
- 22-1981178
- Plan number
- 001
- Location
- Roseland, NJ
- Participants
- 165
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,178,657
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,178,657
- Employer contributions
- $846,014
- Participant contributions
- $1,804,783
- Total income / additions
- $7,069,127
- Benefits paid
- $833,818
- Administrative expenses
- $56,800
- Total expenses
- $890,618
- Net increase / (decrease)
- $6,178,509
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Park Avenue Securities, LLC | INVESTMENT / FINANCIAL AD | $50,390 | not reported in the loaded dataset |
| Fi401k Advisors, LLC | INVESTMENT/FINANCIAL ADVI | $4,400 | not reported in the loaded dataset |
| Adp, Inc. | RECORD KEEPER | $2,010 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | not reported in the loaded dataset |