Plan5500

Mount Freedom, NJ Form 5500 retirement and benefit plan filings

City Form 5500 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, Mount Freedom, NJ has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $4,326,881 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1
Plan sponsors
1
Latest filing year
2023

What stands out in Mount Freedom

  • 1 loaded plans hold $4.3M in reported assets across 1 sponsors.
  • The largest, Nusbaum, Stein, Goldstein, Bronstein Pa Employees Profit Sharing Plan, holds 100% of reported Mount Freedom plan assets.
  • Plans cover 17 participants — about 17 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4.3MSummed across loaded plans$4,326,881
Total reported assets$4.3M$4,326,881
Total reported participants17
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$4.3M total assets
Net assets$4.3MLiabilities$0
Contributions & income
Employer contributions$17.6K
Participant contributions$64.5K
Total income / additions$837K
Expenses & distributions
Benefits paid / distributions$76.4K
Total expenses$76.4K
Net increase / (decrease)$760.6K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Mount Freedom, NJ plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Mount Freedom market comparison

Largest plan share of assets100%Nusbaum, Stein, Goldstein, Bronstein Pa Employees Profit Sharing Plan
Participants per plan17Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Mount Freedom

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Nusbaum, Stein, Goldstein, Bronstein Pa Employees Profit Sharing Plan$4.3M
    Nusbaum, Stein, Goldstein, Bronstein & Kron Pa · 2023

Largest plans in Mount Freedom → · Mount Freedom plans by participants → · Mount Freedom plans with financial data → · Mount Freedom plans with provider compensation → · $1B+ plans in Mount Freedom →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Mount Freedom, NJ?
1 plan(s) reported by 1 sponsor(s) are loaded for Mount Freedom, NJ.

Related Form 5500 pages