Stuart Frankel & Co Inc. Money Purchase Plan — Form 5500 plan (Stuart Frankel & Co Inc.)
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, Stuart Frankel & Co Inc. Money Purchase Plan is a benefit plan reported by Stuart Frankel & Co Inc. under EIN 13-3430942 and plan number 004. The latest loaded filing year is 2023. The filing reports 12 participants and $19,584,571 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stuart Frankel & Co Inc.
- EIN
- 13-3430942
- Plan number
- 004
- Plan type
- 2
- Location
- Great Neck, NY
- Latest filing year
- 2023
- Participants
- 12
- End-of-year plan assets
- $19,584,571
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 12 | I | 20240617110200NAL0000981859001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $19,584,571
- Net assets (EOY)
- $19,584,571
- Net assets (BOY)
- $15,768,215
Income & contributions
- Employer contributions
- $229,757
- Total income / additions
- $4,460,129
Expenses & distributions
- Benefits paid
- $643,773
- Total expenses
- $643,773
- Net increase / (decrease)
- $3,816,356
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.