Decotiis, Fitzpatrick, Cole & Giblin, Llp 401(K) Plan — Form 5500 plan (Decotiis, Fitzpatrick, Cole & Giblin, Llp)
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, Decotiis, Fitzpatrick, Cole & Giblin, Llp 401(K) Plan is a benefit plan reported by Decotiis, Fitzpatrick, Cole & Giblin, Llp under EIN 31-1425096 and plan number 001. The latest loaded filing year is 2023. The filing reports 131 participants and $21,453,809 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Decotiis, Fitzpatrick, Cole & Giblin, Llp
- EIN
- 31-1425096
- Plan number
- 001
- Plan type
- 2
- Location
- Paramus, NJ
- Latest filing year
- 2023
- Participants
- 131
- End-of-year plan assets
- $21,453,809
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 131 | H, C | 20241014145159NAL0046440976001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,453,809
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,453,809
- Net assets (BOY)
- $19,810,813
Income & contributions
- Participant contributions
- $797,028
- Total contributions
- $797,028
- Total income / additions
- $3,480,620
Expenses & distributions
- Benefits paid
- $1,780,082
- Administrative expenses
- $57,542
- Total expenses
- $1,837,624
- Net increase / (decrease)
- $1,642,996
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $56,662 | $0 | 2023 |
| Gwn Securities Inc. | INVESTMENT ADVISORY | $0 | $48,329 | 2023 |
| The Retirement Advantage, Inc. | CONTRACT ADMINISTRATOR | $875 | $5,981 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Decotiis, Fitzpatrick, Cole & Giblin, Llp
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Paramus, NJ
- Principal Life Insurance Company — Schedule C compensation
- Gwn Securities Inc. — Schedule C compensation
- The Retirement Advantage, Inc. — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation