The Frisch School 401(K) Plan — Form 5500 plan (The Frisch School)
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, The Frisch School 401(K) Plan is a benefit plan reported by The Frisch School under EIN 22-1937461 and plan number 003. The latest loaded filing year is 2023. The filing reports 192 participants and $30,769,395 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Frisch School
- EIN
- 22-1937461
- Plan number
- 003
- Plan type
- 2
- Location
- Paramus, NJ
- Latest filing year
- 2023
- Participants
- 192
- End-of-year plan assets
- $30,769,395
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 192 | H, C | 20241008144949NAL0009797299001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,769,395
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,769,395
- Net assets (BOY)
- $26,478,189
Income & contributions
- Employer contributions
- $589,708
- Participant contributions
- $1,458,176
- Total contributions
- $2,094,503
- Total income / additions
- $6,185,816
Expenses & distributions
- Benefits paid
- $1,827,137
- Administrative expenses
- $67,473
- Total expenses
- $1,894,610
- Net increase / (decrease)
- $4,291,206
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | CONSULTANT | $41,033 | not reported in the loaded dataset | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $26,440 | $0 | 2023 |