Connell Foley, 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, Connell Foley, Llp (EIN 22-1500072) is a plan sponsor located in Roseland, NJ 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
22-1500072
Location
Roseland, NJ
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$126,506,473
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$126,506,473

Contributions & income

Employer contributions
$2,352,044
Participant contributions
$2,350,079
Total income / additions
$24,761,544

Expenses & distributions

Benefits paid / distributions
$10,584,260
Total expenses
$10,669,055
Net increase / (decrease)
$14,092,489

Coverage

Total reported participants
623
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

Connell Foley, Llp plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Connell Foley, Llp Employees 401(K) Profit Sharing Plan001366$126,506,4732023
Connell Foley, Llp Medical And Long Term Disability Plan501257not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Connell Foley, Llp
YearPlanParticipantsSchedulesFiling
2023Connell Foley, Llp Employees 401(K) Profit Sharing Plan366H, C20240613100629NAL0065846898001
2023Connell Foley, Llp Medical And Long Term Disability Plan25720240730103356NAL0031521904001

Related Form 5500 pages