Heidell, Pittoni, Murphy & Bach, Llp 401(K) Plan — Form 5500 plan (Heidell, Pittoni, Murphy & Bach, 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, Heidell, Pittoni, Murphy & Bach, Llp 401(K) Plan is a benefit plan reported by Heidell, Pittoni, Murphy & Bach, Llp under EIN 13-4035589 and plan number 001. The latest loaded filing year is 2023. The filing reports 214 participants and $31,178,360 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Heidell, Pittoni, Murphy & Bach, Llp
- EIN
- 13-4035589
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 214
- End-of-year plan assets
- $31,178,360
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 214 | H, C | 20241008132655NAL0017670689001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,178,360
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,178,360
- Net assets (BOY)
- $27,243,606
Income & contributions
- Employer contributions
- $282,075
- Participant contributions
- $1,563,720
- Total contributions
- $1,902,962
- Total income / additions
- $6,299,209
Expenses & distributions
- Benefits paid
- $2,269,426
- Administrative expenses
- $95,029
- Total expenses
- $2,364,455
- Net increase / (decrease)
- $3,934,754
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINSTRATOR | $52,538 | $0 | 2023 |
| Northwestern Mutual Investment Serv | INVESTMENT ADVISORY | $42,491 | $5 | 2023 |
| Prime Pensions Inc | OTHER SERVICES | $0 | $7,470 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Heidell, Pittoni, Murphy & Bach, Llp
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Principal Life Insurance Company — Schedule C compensation
- Northwestern Mutual Investment Serv — Schedule C compensation
- Prime Pensions Inc — Schedule C compensation