2023 Form 5500 filing — Pashman Stein 401(K) 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 20250107115907NAL0009283793001) for Pashman Stein 401(K) Plan, reported by Pashman & Stein, Pc under EIN 22-3384189 and plan number 001. It reports 124 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250107115907NAL0009283793001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pashman & Stein, Pc
- EIN
- 22-3384189
- Plan number
- 001
- Location
- Hackensack, NJ
- Participants
- 124
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,643,315
- Net assets (EOY)
- $19,643,315
- Participant contributions
- $1,490,950
- Total income / additions
- $4,511,489
- Benefits paid
- $308,700
- Administrative expenses
- $40,473
- Total expenses
- $349,173
- Net increase / (decrease)
- $4,162,316
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James | INVESTMENT ADVISOR | $20,500 | not reported in the loaded dataset |
| Adp, Inc. | RECORD KEEPER | $19,973 | $0 |