Jaspan Schlesinger Narendran Llp Retirement Plan — Form 5500 plan (Jaspan Schlesinger Narendran 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, Jaspan Schlesinger Narendran Llp Retirement Plan is a benefit plan reported by Jaspan Schlesinger Narendran Llp under EIN 13-1546481 and plan number 002. The latest loaded filing year is 2023. The filing reports 140 participants and $21,032,366 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jaspan Schlesinger Narendran Llp
- EIN
- 13-1546481
- Plan number
- 002
- Plan type
- 2
- Location
- Garden City, NY
- Latest filing year
- 2023
- Participants
- 140
- End-of-year plan assets
- $21,032,366
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 140 | H, C | 20241226111309NAL0020991280001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,032,366
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,032,366
- Net assets (BOY)
- $17,221,610
Income & contributions
- Employer contributions
- $340,520
- Participant contributions
- $810,366
- Total contributions
- $1,257,746
- Total income / additions
- $4,166,414
Expenses & distributions
- Benefits paid
- $353,433
- Administrative expenses
- $2,225
- Total expenses
- $355,658
- Net increase / (decrease)
- $3,810,756
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Associated Pension Consultants Inc | THIRD PARTY ADMINISTRATO | $0 | $9,069 | 2023 |
| Morningstar | INVESTMENT ADVISORY (PL | $0 | $3,066 | 2023 |