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, Fragomen, Del Rey, Bernsen & Loewy, Llp 401(K) Profit Sharing Plan is a benefit plan reported by Fragomen, Del Rey, Bernsen & Loewy, Llp under EIN 13-2726464 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,428 participants and $297,219,600 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $297,219,600
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $297,219,600
- Net assets (BOY)
- $237,647,647
Income & contributions
- Employer contributions
- $1,910,870
- Participant contributions
- $22,343,469
- Total contributions
- $26,338,626
- Total income / additions
- $74,350,383
Expenses & distributions
- Benefits paid
- $14,446,476
- Administrative expenses
- $331,213
- Total expenses
- $14,778,430
- Net increase / (decrease)
- $59,571,953