The Ruskin Moscou Faltischek, P.C. 401(K) Retirement Plan — Form 5500 plan (Ruskin Moscou Faltischek, 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, The Ruskin Moscou Faltischek, P.C. 401(K) Retirement Plan is a benefit plan reported by Ruskin Moscou Faltischek, P.C. under EIN 11-2301137 and plan number 002. The latest loaded filing year is 2023. The filing reports 151 participants and $46,033,825 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ruskin Moscou Faltischek, P.C.
- EIN
- 11-2301137
- Plan number
- 002
- Plan type
- 2
- Location
- Uniondale, NY
- Latest filing year
- 2023
- Participants
- 151
- End-of-year plan assets
- $46,033,825
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 151 | H, C | 20241008094056NAL0008228179001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $46,033,825
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $46,033,825
- Net assets (BOY)
- $37,424,582
Income & contributions
- Employer contributions
- $385,786
- Participant contributions
- $1,548,716
- Total contributions
- $2,038,728
- Total income / additions
- $11,110,061
Expenses & distributions
- Benefits paid
- $2,416,992
- Administrative expenses
- $83,826
- Total expenses
- $2,500,818
- Net increase / (decrease)
- $8,609,243
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kestra Advisory Services LLC | INVESTMENT ADVISOR | $36,050 | not reported in the loaded dataset | 2023 |
| Empower Life & Annuity Insurance Co | RECORDKEEPER | $31,791 | $0 | 2023 |
| Berdon Llp | AUDITOR | $15,000 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $985 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ruskin Moscou Faltischek, P.C.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Uniondale, NY
- Kestra Advisory Services LLC — Schedule C compensation
- Empower Life & Annuity Insurance Co — Schedule C compensation
- Berdon Llp — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation