How many benefit plans does Porzio, Bromberg & Newman, P.C. report on Form 5500?

Porzio, Bromberg & Newman, P.C. (EIN 22-2005150) reports 3 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Porzio, Bromberg & Newman, P.C.?

The Employer Identification Number (EIN) reported for Porzio, Bromberg & Newman, P.C. is 22-2005150.

What is the latest Form 5500 filing year for Porzio, Bromberg & Newman, P.C.?

The latest loaded Form 5500 filing year for Porzio, Bromberg & Newman, P.C. is 2023.

Porzio, Bromberg & Newman, P.C. — 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, Porzio, Bromberg & Newman, P.C. (EIN 22-2005150) is a plan sponsor located in Morristown, NJ with 3 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: 22-2005150
Location: Morristown, NJ
Loaded plans: 3
Latest filing year: 2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Porzio, Bromberg & Newman, P.C.

3 loaded plans hold $124.3M in reported assets.
The largest, Porzio, Bromberg & Newman, P.C. Employees 401(K) Profit Sharing Plan, holds 100% of this company's reported plan assets.
Plans cover 694 reported participants.
1 of 3 plans report full financial statements.
2 report Schedule C provider compensation.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$124.3MSummed across loaded plans$124,322,195

Total reported assets$124.3M$124,326,760

Total reported participants694

Total reported liabilities$4.6K$4,565

Reported net position

Reported assets = net assets + liabilities (summed)$124.3M total assets

Net assets$124.3MLiabilities$4.6K

Contributions & income

Employer contributions$1.3M

Participant contributions$2.4M

Total income / additions$23.3M

Expenses & distributions

Benefits paid / distributions$8.2M

Total expenses$8.2M

Net increase / (decrease)$15.1M

Data coverage

Plans with financial statements1 / 3 (33%)

Plans with provider compensation2 / 3 (67%)

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Porzio, Bromberg & Newman, P.C. Employees 401(K) Profit Sharing Plan

Participants per plan231Average across loaded plans

Loaded plans3

Ranked by reported assets

Largest loaded plans

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

1
Porzio, Bromberg & Newman, P.C. Employees 401(K) Profit Sharing Plan$124.3M
Plan #001 · 332 participants · 2023
2
Porzio Bromberg & Newman Pc Health & Life Insurance Plannot reported in the loaded dataset
Plan #501 · 193 participants · 2023
3
Porzio Bromberg & Newman Pc Accidental Death & Dismembermentnot reported in the loaded dataset
Plan #503 · 169 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Porzio, Bromberg & Newman, P.C.. Open one for its full reported snapshot.

2023
Porzio, Bromberg & Newman, P.C. Employees 401(K) Profit Sharing Plan332 participants · 2Sch HSch C
View filing →
2023
Porzio Bromberg & Newman Pc Health & Life Insurance Plan193 participants · 2Sch C
View filing →
2023
Porzio Bromberg & Newman Pc Accidental Death & Dismemberment169 participants · 2No schedules
View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Porzio, Bromberg & Newman, P.C. report on Form 5500?: Porzio, Bromberg & Newman, P.C. (EIN 22-2005150) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Porzio, Bromberg & Newman, P.C.?: The Employer Identification Number (EIN) reported for Porzio, Bromberg & Newman, P.C. is 22-2005150.
What is the latest Form 5500 filing year for Porzio, Bromberg & Newman, P.C.?: The latest loaded Form 5500 filing year for Porzio, Bromberg & Newman, P.C. is 2023.