Rath, Young And Pignatelli, P.C. Incentive Savings Plan — Form 5500 plan (Rath, Young And Pignatelli, P.C.)
Plain-English plan 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, Rath, Young And Pignatelli, P.C. Incentive Savings Plan is a benefit plan reported by Rath, Young And Pignatelli, P.C. under EIN 02-0410400 and plan number 002. The latest loaded filing year is 2023. The filing reports 68 participants and $30,243,475 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rath, Young And Pignatelli, P.C.
- EIN
- 02-0410400
- Plan number
- 002
- Plan type
- 2
- Location
- Concord, NH
- Latest filing year
- 2023
- Participants
- 68
- End-of-year plan assets
- $30,243,475
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 68 | I | 20240827104739NAL0005070931001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $30,243,475
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,243,475
- Net assets (BOY)
- $24,752,039
Income & contributions
- Employer contributions
- $519,177
- Participant contributions
- $573,605
- Total income / additions
- $5,988,093
Expenses & distributions
- Benefits paid
- $503,918
- Administrative expenses
- -$7,261
- Total expenses
- $496,657
- Net increase / (decrease)
- $5,491,436
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.