Ent And Allergy Associates, Llp Retirement Savings Plan I — Form 5500 plan (Ent And Allergy Associates, 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, Ent And Allergy Associates, Llp Retirement Savings Plan I is a benefit plan reported by Ent And Allergy Associates, Llp under EIN 13-4000192 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,066 participants and $209,792,782 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ent And Allergy Associates, Llp
EIN
13-4000192
Plan number
001
Plan type
2
Location
Tarrytown, NY
Latest filing year
2023
Participants
1,066
End-of-year plan assets
$209,792,782

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,066H, C20241014102209NAL0027014673001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$209,792,782
Total liabilities (EOY)
$0
Net assets (EOY)
$209,792,782
Net assets (BOY)
$177,673,879

Income & contributions

Employer contributions
$6,114,794
Participant contributions
$7,833,522
Total contributions
$14,760,922
Total income / additions
$44,302,451

Expenses & distributions

Benefits paid
$12,045,647
Administrative expenses
$137,901
Total expenses
$12,183,548
Net increase / (decrease)
$32,118,903

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$74,414$02023
Private Advisor GroupINVESTMENT ADVISORY$63,487$2632023
The Benefit PracticeOTHER SERVICES$0$19,4802023

Related Form 5500 pages