Private Client Select Insurance Services LLC 401(K) Retirement Plan — Form 5500 plan (Private Client Select Insurance 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 Client Select Insurance Services LLC 401(K) Retirement Plan is a benefit plan reported by Private Client Select Insurance LLC under EIN 88-4200069 and plan number 001. The latest loaded filing year is 2023. The filing reports 386 participants and $72,557,945 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Private Client Select Insurance LLC
- EIN
- 88-4200069
- Plan number
- 001
- Plan type
- 2
- Location
- Berkeley Heights, NJ
- Latest filing year
- 2023
- Participants
- 386
- End-of-year plan assets
- $72,557,945
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 386 | H, C | 20241015083812NAL0014257619001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $72,557,945
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $72,557,945
- Net assets (BOY)
- $0
Income & contributions
- Employer contributions
- $1,510,624
- Participant contributions
- $1,422,330
- Total contributions
- $3,100,240
- Total income / additions
- $7,451,336
Expenses & distributions
- Benefits paid
- $2,354,646
- Administrative expenses
- $2,605
- Total expenses
- $2,357,251
- Net increase / (decrease)
- $5,094,085
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $2,605 | $0 | 2023 |