Smolin, Lupin & Co., P.A. — 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, Smolin, Lupin & Co., P.A. (EIN 22-2258733) is a plan sponsor located in Fairfield, NJ with 1 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
22-2258733
Location
Fairfield, NJ
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$30,932,392
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$30,932,392

Contributions & income

Employer contributions
$579,067
Participant contributions
$1,273,319
Total income / additions
$6,583,233

Expenses & distributions

Benefits paid / distributions
$1,846,569
Total expenses
$1,921,674
Net increase / (decrease)
$4,661,559

Coverage

Total reported participants
265
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

Smolin, Lupin & Co., P.A. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Smolin, Lupin & Co. Savings And Investment Plan002165$30,932,3922023
Smolin, Lupin & Co., Pa. Health And Welfare Benefit Plan501100not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Smolin, Lupin & Co., P.A.
YearPlanParticipantsSchedulesFiling
2023Smolin, Lupin & Co., Pa. Health And Welfare Benefit Plan10020240715141357NAL0001401809001
2023Smolin, Lupin & Co. Savings And Investment Plan165H, C20241011083749NAL0021535169001

Related Form 5500 pages