2023 Form 5500 filing — Princeton Consultants, Inc. 401(K) 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 20240802122202NAL0051886034001) for Princeton Consultants, Inc. 401(K) Plan, reported by Princeton Consultants, Inc. under EIN 22-2355076 and plan number 001. It reports 139 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$39.8MReported net assets$39,847,975
Participants139
Provider compensation$58.4K3 Schedule C row(s)$58,350
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240802122202NAL0051886034001
- Plan sponsor
- Princeton Consultants, Inc.
- EIN
- 22-2355076
- Plan number
- 001
- Location
- Princeton, NJ
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$39.8M total assets
Net assets$39.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $39,847,975
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,847,975
- Employer contributions
- $123,324
- Participant contributions
- $1,224,748
- Total income / additions
- $7,473,932
- Benefits paid
- $489,676
- Administrative expenses
- $58,350
- Total expenses
- $548,031
- Net increase / (decrease)
- $6,925,901
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sterling Investment Advisors Ltd | ADVISOR | $30,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $19,660 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $8,690 | not reported in the loaded dataset |