Farrell Fritz, P.C. 401(K) Profit Sharing Plan — Form 5500 plan (Farrell Fritz, 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, Farrell Fritz, P.C. 401(K) Profit Sharing Plan is a benefit plan reported by Farrell Fritz, P.C. under EIN 06-1620161 and plan number 002. The latest loaded filing year is 2023. The filing reports 240 participants and $79,388,053 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Farrell Fritz, P.C.
- EIN
- 06-1620161
- Plan number
- 002
- Plan type
- 2
- Location
- Uniondale, NY
- Latest filing year
- 2023
- Participants
- 240
- End-of-year plan assets
- $79,388,053
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 240 | H | 20241007120058NAL0015132817001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $79,388,053
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $79,388,053
- Net assets (BOY)
- $67,972,694
Income & contributions
- Employer contributions
- $1,142,974
- Participant contributions
- $1,697,798
- Total contributions
- $2,844,353
- Total income / additions
- $14,246,824
Expenses & distributions
- Benefits paid
- $2,817,247
- Administrative expenses
- $12,794
- Total expenses
- $2,831,465
- Net increase / (decrease)
- $11,415,359
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.