Mandelbaum Barrett, Pc Employee Savings Plan — Form 5500 plan (Mandelbaum Barrett, Pc)
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, Mandelbaum Barrett, Pc Employee Savings Plan is a benefit plan reported by Mandelbaum Barrett, Pc under EIN 22-1981178 and plan number 001. The latest loaded filing year is 2023. The filing reports 165 participants and $30,178,657 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mandelbaum Barrett, Pc
- EIN
- 22-1981178
- Plan number
- 001
- Plan type
- 2
- Location
- Roseland, NJ
- Latest filing year
- 2023
- Participants
- 165
- End-of-year plan assets
- $30,178,657
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 165 | H, C | 20241015190306NAL0030706289001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,178,657
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,178,657
- Net assets (BOY)
- $24,000,148
Income & contributions
- Employer contributions
- $846,014
- Participant contributions
- $1,804,783
- Total contributions
- $2,807,362
- Total income / additions
- $7,069,127
Expenses & distributions
- Benefits paid
- $833,818
- Administrative expenses
- $56,800
- Total expenses
- $890,618
- Net increase / (decrease)
- $6,178,509
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Park Avenue Securities, LLC | INVESTMENT / FINANCIAL AD | $50,390 | not reported in the loaded dataset | 2023 |
| Fi401k Advisors, LLC | INVESTMENT/FINANCIAL ADVI | $4,400 | not reported in the loaded dataset | 2023 |
| Adp, Inc. | RECORD KEEPER | $2,010 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mandelbaum Barrett, Pc
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Roseland, NJ
- Park Avenue Securities, LLC — Schedule C compensation
- Fi401k Advisors, LLC — Schedule C compensation
- Adp, Inc. — Schedule C compensation
- Adp Broker-Dealer — Schedule C compensation