Scarinci & Hollenbeck, LLC 401(K) Plan — Form 5500 plan (Scarinci & Hollenbeck, LLC)
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, Scarinci & Hollenbeck, LLC 401(K) Plan is a benefit plan reported by Scarinci & Hollenbeck, LLC under EIN 22-2865356 and plan number 001. The latest loaded filing year is 2023. The filing reports 137 participants and $11,515,165 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Scarinci & Hollenbeck, LLC
- EIN
- 22-2865356
- Plan number
- 001
- Plan type
- 2
- Location
- Little Falls, NJ
- Latest filing year
- 2023
- Participants
- 137
- End-of-year plan assets
- $11,515,165
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 137 | H, C | 20240906115530NAL0001313665001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,515,165
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,515,165
- Net assets (BOY)
- $11,190,492
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $720,018
- Total contributions
- $791,436
- Total income / additions
- $2,620,467
Expenses & distributions
- Benefits paid
- $2,272,270
- Administrative expenses
- $23,524
- Total expenses
- $2,295,794
- Net increase / (decrease)
- $324,673
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alliant Retirement Services | ADVISOR | $10,000 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $7,877 | $0 | 2023 |
| Strategic Advisers, Inc. | ADVISOR | $5,647 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Scarinci & Hollenbeck, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Little Falls, NJ
- Alliant Retirement Services — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisers, Inc. — Schedule C compensation