Pessin Katz Law, Pa 401(K) Plan — Form 5500 plan (Pessin Katz Law, Pa)

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, Pessin Katz Law, Pa 401(K) Plan is a benefit plan reported by Pessin Katz Law, Pa under EIN 52-1598578 and plan number 001. The latest loaded filing year is 2023. The filing reports 122 participants and $19,486,702 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pessin Katz Law, Pa
EIN
52-1598578
Plan number
001
Plan type
2
Location
Towson, MD
Latest filing year
2023
Participants
122
End-of-year plan assets
$19,486,702

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023122H, C20240920141516NAL0007937153001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$19,486,702
Total liabilities (EOY)
$0
Net assets (EOY)
$19,486,702
Net assets (BOY)
$18,874,524

Income & contributions

Employer contributions
$286,557
Participant contributions
$912,709
Total contributions
$1,300,310
Total income / additions
$3,887,441

Expenses & distributions

Benefits paid
$3,196,313
Administrative expenses
$78,950
Total expenses
$3,275,263
Net increase / (decrease)
$612,178

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$62,264$02023
Resources Investment AdvisorsINVESTMENT ADVISORY$0$33,9272023
Sc&H Attest Services,PcACCOUNTANT$16,700not reported in the loaded dataset2023

Related Form 5500 pages