Plan5500

Arora And Associates, P.C. Pension Plan — Form 5500 plan (Arora And Associates, P.C.)

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, Arora And Associates, P.C. Pension Plan is a benefit plan reported by Arora And Associates, P.C. under EIN 22-2350558 and plan number 001. The latest loaded filing year is 2023. The filing reports 146 participants and $34,278,034 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Arora And Associates, P.C.
EIN
22-2350558
Plan number
001
Plan type
2
Location
Lawrenceville, NJ
Latest filing year
2023
Participants
146
End-of-year plan assets
$34,278,034

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023146H, C20241001154650NAL0007403073001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$34,278,034
Total liabilities (EOY)
$0
Net assets (EOY)
$34,278,034
Net assets (BOY)
$30,563,501

Income & contributions

Employer contributions
$92,109
Participant contributions
$1,268,631
Total contributions
$1,456,593
Total income / additions
$6,874,881

Expenses & distributions

Benefits paid
$3,054,070
Administrative expenses
$106,278
Total expenses
$3,160,348
Net increase / (decrease)
$3,714,533

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$74,941$02023
Stambaugh NessACCOUNTANT$13,000not reported in the loaded dataset2023
Mma Securities LLCCONTRACT ADMINISTRATOR$11,669not reported in the loaded dataset2023
Mma Securities LLCINVESTMENT ADVISORY$6,668not reported in the loaded dataset2023

Related Form 5500 pages