Agmb, Llp 401(K) Profit Sharing Plan — Form 5500 plan (Abrams, Garfinkel, Margolis, Bergson, Llp)
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, Agmb, Llp 401(K) Profit Sharing Plan is a benefit plan reported by Abrams, Garfinkel, Margolis, Bergson, Llp under EIN 03-0462076 and plan number 001. The latest loaded filing year is 2023. The filing reports 170 participants and $15,172,917 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Abrams, Garfinkel, Margolis, Bergson, Llp
- EIN
- 03-0462076
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 170
- End-of-year plan assets
- $15,172,917
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 170 | H, C | 20241015114432NAL0029438577001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,172,917
- Total liabilities (EOY)
- $208
- Net assets (EOY)
- $15,172,709
- Net assets (BOY)
- $12,229,343
Income & contributions
- Employer contributions
- $1,286,227
- Participant contributions
- $555,807
- Total contributions
- $1,844,165
- Total income / additions
- $4,027,359
Expenses & distributions
- Benefits paid
- $981,454
- Administrative expenses
- $43,860
- Total expenses
- $1,083,993
- Net increase / (decrease)
- $2,943,366
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Usb Financial Services Inc | ADVISOR | $30,966 | not reported in the loaded dataset | 2023 |
| Macias Gini & O'Connell Llp | ACCOUNTANT/AU DITOR | $9,725 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$12,456 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Abrams, Garfinkel, Margolis, Bergson, Llp
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Usb Financial Services Inc — Schedule C compensation
- Macias Gini & O'Connell Llp — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation