2023 Form 5500 filing — Porzio, Bromberg & Newman, P.C. Employees 401(K) Profit Sharing 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 20240830100911NAL0023655680001) for Porzio, Bromberg & Newman, P.C. Employees 401(K) Profit Sharing Plan, reported by Porzio, Bromberg & Newman, P.C. under EIN 22-2005150 and plan number 001. It reports 332 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)$124.3MReported net assets$124,322,195

Participants332

Provider compensation$63.7K1 Schedule C row(s)$63,684

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240830100911NAL0023655680001
Plan sponsor: Porzio, Bromberg & Newman, P.C.
EIN: 22-2005150
Plan number: 001
Location: Morristown, NJ
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

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)$124.3M total assets

Net assets$124.3MLiabilities$4.6K

Money in vs. money out

Total income / additions$23.3M

Total expenses$8.2M

Benefits paid / distributions$8.2M

Contributions

Employer$1.3M

Participant$2.4M

Full reported line items

Total assets (EOY): $124,326,760
Total liabilities (EOY): $4,565
Net assets (EOY): $124,322,195
Employer contributions: $1,320,552
Participant contributions: $2,380,720
Total income / additions: $23,326,429
Benefits paid: $8,152,263
Administrative expenses: $63,044
Total expenses: $8,215,307
Net increase / (decrease): $15,111,122

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
The Vanguard Group, Inc.$63.7K
NONE · Direct $63.7K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240830100911NAL0023655680001 cover?: It is the 2023 Form 5500 filing for Porzio, Bromberg & Newman, P.C. Employees 401(K) Profit Sharing Plan, reported by Porzio, Bromberg & Newman, P.C. (EIN 22-2005150).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).