2023 Form 5500 filing — Barasch & Mcgarry, Pc Cash Balance 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 20250321141514NAL0006061011001) for Barasch & Mcgarry, Pc Cash Balance Plan, reported by Barasch & Mcgarry, P.C. Dba Barasch Mcgarry Salzman & Penson under EIN 13-3806401 and plan number 002. It reports 135 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250321141514NAL0006061011001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Barasch & Mcgarry, P.C. Dba Barasch Mcgarry Salzman & Penson
- EIN
- 13-3806401
- Plan number
- 002
- Location
- New York, NY
- Participants
- 135
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,676,320
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,676,320
- Employer contributions
- $2,000,000
- Total income / additions
- $3,027,112
- Benefits paid
- $8,389
- Administrative expenses
- $34,518
- Total expenses
- $42,907
- Net increase / (decrease)
- $2,984,205
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edelman Financial Engines | INVESTMENT ADVISOR | $34,218 | not reported in the loaded dataset |