Aaronson, Rappaport, Feinstein & Deutsch, Llp 401(K) Plan — Form 5500 plan (Aaronson Rappaport Feinstein & Deutsch, 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, Aaronson, Rappaport, Feinstein & Deutsch, Llp 401(K) Plan is a benefit plan reported by Aaronson Rappaport Feinstein & Deutsch, Llp under EIN 13-3690958 and plan number 002. The latest loaded filing year is 2023. The filing reports 154 participants and $28,416,833 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Aaronson Rappaport Feinstein & Deutsch, Llp
- EIN
- 13-3690958
- Plan number
- 002
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 154
- End-of-year plan assets
- $28,416,833
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 154 | H, C | 20241004104432NAL0012113745001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,416,833
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,416,833
- Net assets (BOY)
- $25,118,801
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $1,168,834
- Total contributions
- $1,267,936
- Total income / additions
- $5,165,710
Expenses & distributions
- Benefits paid
- $1,828,419
- Administrative expenses
- $28,817
- Total expenses
- $1,867,678
- Net increase / (decrease)
- $3,298,032
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Royal Alliance Associates Inc | ADVISOR | $49,181 | not reported in the loaded dataset | 2023 |
| Rogoff & Company, Pc | ACCOUNTANT/AUDITOR | $17,000 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$37,364 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Aaronson Rappaport Feinstein & Deutsch, Llp
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Royal Alliance Associates Inc — Schedule C compensation
- Rogoff & Company, Pc — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation