Barasch & Mcgarry, P. C. , 401(K) Profit Sharing P — Form 5500 plan (Barasch & Mcgarry, P.C., Dba Barasch Mcgarry Salzman & Penson)

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, Barasch & Mcgarry, P. C. , 401(K) Profit Sharing P is a benefit plan reported by Barasch & Mcgarry, P.C., Dba Barasch Mcgarry Salzman & Penson under EIN 13-3806401 and plan number 001. The latest loaded filing year is 2023. The filing reports 210 participants and $15,669,802 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Barasch & Mcgarry, P.C., Dba Barasch Mcgarry Salzman & Penson
EIN
13-3806401
Plan number
001
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
210
End-of-year plan assets
$15,669,802

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023210H, C20241015160944NAL0015049539001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,669,802
Total liabilities (EOY)
$0
Net assets (EOY)
$15,669,802
Net assets (BOY)
$11,554,419

Income & contributions

Employer contributions
$1,456,189
Participant contributions
$898,493
Total contributions
$2,468,690
Total income / additions
$4,355,143

Expenses & distributions

Benefits paid
$177,460
Administrative expenses
$62,300
Total expenses
$239,760
Net increase / (decrease)
$4,115,383

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pcs RetirementCONTRACT ADMINISTRATOR$48,387not reported in the loaded dataset2023

Related Form 5500 pages