Finn Dixon & Herling Llp 401(K) Profit Sharing Plan — Form 5500 plan (Finn Dixon & Herling 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, Finn Dixon & Herling Llp 401(K) Profit Sharing Plan is a benefit plan reported by Finn Dixon & Herling Llp under EIN 06-1190097 and plan number 001. The latest loaded filing year is 2023. The filing reports 125 participants and $34,746,375 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Finn Dixon & Herling Llp
- EIN
- 06-1190097
- Plan number
- 001
- Plan type
- 2
- Location
- Stamford, CT
- Latest filing year
- 2023
- Participants
- 125
- End-of-year plan assets
- $34,746,375
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 125 | H, C | 20241007105635NAL0025974240001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,746,375
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,746,375
- Net assets (BOY)
- $29,892,904
Income & contributions
- Employer contributions
- $1,050,140
- Participant contributions
- $1,511,747
- Total contributions
- $2,628,008
- Total income / additions
- $8,220,825
Expenses & distributions
- Benefits paid
- $3,294,194
- Administrative expenses
- $73,160
- Total expenses
- $3,367,354
- Net increase / (decrease)
- $4,853,471
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Global Banking Ops | INVESTMENT ADVISORY | $67,381 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | RECORDKEEPER | $36,989 | $0 | 2023 |
| Mahoney Sabol And Company | IQPA | $15,695 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Finn Dixon & Herling Llp
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Stamford, CT
- Morgan Stanley Global Banking Ops — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- Mahoney Sabol And Company — Schedule C compensation