Private Prep Nyc LLC 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Private Prep Nyc 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, Private Prep Nyc LLC 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Private Prep Nyc LLC under EIN 27-0701108 and plan number 001. The latest loaded filing year is 2023. The filing reports 137 participants and $3,957,983 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Private Prep Nyc LLC
- EIN
- 27-0701108
- Plan number
- 001
- Plan type
- 2
- Location
- Port Washington, NY
- Latest filing year
- 2023
- Participants
- 137
- End-of-year plan assets
- $3,957,983
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 137 | H, C | 20241014114454NAL0027182177001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,957,983
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,957,983
- Net assets (BOY)
- $3,152,442
Income & contributions
- Employer contributions
- $265,294
- Participant contributions
- $581,878
- Total contributions
- $905,482
- Total income / additions
- $1,565,666
Expenses & distributions
- Benefits paid
- $727,785
- Administrative expenses
- $32,340
- Total expenses
- $760,125
- Net increase / (decrease)
- $805,541
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Co | CONTROL ADMINISTRATOR | $31,666 | $0 | 2023 |
| Aurora Private Wealth Inc. | INVESTMENT ADVISORY | $0 | $13,454 | 2023 |