Chiesa Shahinian & Giantomasi Pc Salary Savings Plan (I) — Form 5500 plan (Chiesa Shahinian & Giantomasi 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, Chiesa Shahinian & Giantomasi Pc Salary Savings Plan (I) is a benefit plan reported by Chiesa Shahinian & Giantomasi Pc under EIN 22-2012591 and plan number 003. The latest loaded filing year is 2023. The filing reports 163 participants and $16,856,458 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Chiesa Shahinian & Giantomasi Pc
- EIN
- 22-2012591
- Plan number
- 003
- Plan type
- 2
- Location
- Roseland, NJ
- Latest filing year
- 2023
- Participants
- 163
- End-of-year plan assets
- $16,856,458
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 163 | H, C | 20241015122152NAL0049356128001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,856,458
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,856,458
- Net assets (BOY)
- $12,816,857
Income & contributions
- Employer contributions
- $131,057
- Participant contributions
- $1,251,295
- Total contributions
- $1,743,285
- Total income / additions
- $4,429,482
Expenses & distributions
- Benefits paid
- $373,506
- Administrative expenses
- $16,375
- Total expenses
- $389,881
- Net increase / (decrease)
- $4,039,601
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bleakley Financial Group LLC | SERVICE PROVIDER | $8,634 | not reported in the loaded dataset | 2023 |
| Northeast Prof Planning Group | THIRD PARTY ADMINISTRATO | $0 | $7,046 | 2023 |