Abrams Fensterman, Llp 401(K) Retirement Plan — Form 5500 plan (Abrams Fensterman, 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, Abrams Fensterman, Llp 401(K) Retirement Plan is a benefit plan reported by Abrams Fensterman, Llp under EIN 11-3522661 and plan number 001. The latest loaded filing year is 2023. The filing reports 245 participants and $19,877,342 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Abrams Fensterman, Llp
- EIN
- 11-3522661
- Plan number
- 001
- Plan type
- 2
- Location
- Lake Success, NY
- Latest filing year
- 2023
- Participants
- 245
- End-of-year plan assets
- $19,877,342
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 245 | H, C | 20250702232832NAL0000093651001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,877,342
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,877,342
- Net assets (BOY)
- $19,774,050
Income & contributions
- Employer contributions
- $430,306
- Participant contributions
- $1,712,671
- Total contributions
- $2,155,302
- Total income / additions
- $5,226,207
Expenses & distributions
- Benefits paid
- $4,993,764
- Administrative expenses
- $119,950
- Total expenses
- $5,122,915
- Net increase / (decrease)
- $103,292
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Jerome Krantz | INVESTMENT ADVISORY | $47,906 | not reported in the loaded dataset | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $45,272 | $0 | 2023 |
| The Guardian Insurance & Annuity | INVESTMENT | $24,046 | not reported in the loaded dataset | 2023 |
| Ub Pensions | CONTRACT ADMINISTRATOR | $2,775 | $18,403 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Abrams Fensterman, Llp
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Lake Success, NY
- Jerome Krantz — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- The Guardian Insurance & Annuity — Schedule C compensation
- Ub Pensions — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation