How many benefit plans does Finkelstein & Partners, Llp report on Form 5500?

Finkelstein & Partners, Llp (EIN 14-1618161) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Finkelstein & Partners, Llp?

The Employer Identification Number (EIN) reported for Finkelstein & Partners, Llp is 14-1618161.

What is the latest Form 5500 filing year for Finkelstein & Partners, Llp?

The latest loaded Form 5500 filing year for Finkelstein & Partners, Llp is 2023.

Finkelstein & Partners, Llp — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Finkelstein & Partners, Llp (EIN 14-1618161) is a plan sponsor located in Newburgh, NY with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 14-1618161
Location: Newburgh, NY
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $41,382,612
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $41,382,612

Contributions & income

Employer contributions: $197,125
Participant contributions: $2,091,156
Total income / additions: $7,846,869

Expenses & distributions

Benefits paid / distributions: $3,291,881
Total expenses: $3,275,575
Net increase / (decrease): $4,571,294

Coverage

Total reported participants: 669
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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.

Largest loaded plans by reported assets

Finkelstein & Partners, Llp plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Finkelstein & Affiliated Entities 401(K) Plan	003	418	$41,382,612	2023
Finkelstein & Partners, Llp Welfare Benefit Plan	501	251	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Finkelstein & Partners, Llp
Year	Plan	Participants	Schedules	Filing
2023	Finkelstein & Partners, Llp Welfare Benefit Plan	251	—	20240410101600NAL0031261280001
2023	Finkelstein & Affiliated Entities 401(K) Plan	418	H, C	20241011145753NAL0039119488001