Plan5500

Shalom Baranes Associates 401(K) Plan — Form 5500 plan (Shalom Baranes 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, Shalom Baranes Associates 401(K) Plan is a benefit plan reported by Shalom Baranes Associates, P.C. under EIN 52-1845924 and plan number 001. The latest loaded filing year is 2023. The filing reports 125 participants and $24,184,455 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Shalom Baranes Associates, P.C.
EIN
52-1845924
Plan number
001
Plan type
2
Location
Washington, DC
Latest filing year
2023
Participants
125
End-of-year plan assets
$24,184,455

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023125H, C20240729052124NAL0010799571001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$24,184,455
Total liabilities (EOY)
$0
Net assets (EOY)
$24,184,455
Net assets (BOY)
$22,025,629

Income & contributions

Employer contributions
$54,140
Participant contributions
$1,077,491
Total contributions
$1,131,631
Total income / additions
$4,846,961

Expenses & distributions

Benefits paid
$2,658,735
Administrative expenses
$29,400
Total expenses
$2,688,135
Net increase / (decrease)
$2,158,826

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Brown AdvisorySERVICE PROVIDER$0$57,7682023
Newport Group, Inc.THIRD PARTY ADMIN$0$11,4142023
Newport Group, Inc.SERVICE PROVIDER$7,350not reported in the loaded dataset2023
Aprio, LlpSERVICE PROVIDER$5,183not reported in the loaded dataset2023

Related Form 5500 pages