2023 Form 5500 filing — Prager Metis Cpas, LLC 401(K) Savings Plan Ii
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 20241015191726NAL0030734513003) for Prager Metis Cpas, LLC 401(K) Savings Plan Ii, reported by Prager Metis Cpas, LLC under EIN 06-1667465 and plan number 002. It reports 307 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015191726NAL0030734513003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Prager Metis Cpas, LLC
- EIN
- 06-1667465
- Plan number
- 002
- Location
- New York, NY
- Participants
- 307
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,354,020
- Net assets (EOY)
- $30,354,020
- Employer contributions
- $771,426
- Participant contributions
- $1,865,219
- Total income / additions
- $6,393,506
- Benefits paid
- $4,812,639
- Administrative expenses
- $194,241
- Total expenses
- $5,006,880
- Net increase / (decrease)
- $1,386,626
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $95,469 | not reported in the loaded dataset |
| Leafhouse Financial Advisors | CONSULTANT | $28,239 | not reported in the loaded dataset |
| Danziger & Markhoff Llp | CONSULTANT | $27,169 | not reported in the loaded dataset |
| Perigon Wealth Management | CONSULTANT | $25,877 | not reported in the loaded dataset |
| Caron & Bletzer, Pllc | CONSULTANT | $15,000 | not reported in the loaded dataset |
| Pm Wealth Management | CONSULTANT | $2,361 | not reported in the loaded dataset |