2023 Form 5500 filing — Stuart Frankel & Co Inc. Money Purchase Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240617110200NAL0000981859001) for Stuart Frankel & Co Inc. Money Purchase Plan, reported by Stuart Frankel & Co Inc. under EIN 13-3430942 and plan number 004. It reports 12 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240617110200NAL0000981859001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stuart Frankel & Co Inc.
- EIN
- 13-3430942
- Plan number
- 004
- Location
- Great Neck, NY
- Participants
- 12
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,584,571
- Net assets (EOY)
- $19,584,571
- Employer contributions
- $229,757
- Total income / additions
- $4,460,129
- Benefits paid
- $643,773
- Total expenses
- $643,773
- Net increase / (decrease)
- $3,816,356
- Schedule source
- Schedule I