2023 Form 5500 filing — Arora And Associates, P.C. Pension 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 20241001154650NAL0007403073001) for Arora And Associates, P.C. Pension Plan, reported by Arora And Associates, P.C. under EIN 22-2350558 and plan number 001. It reports 146 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001154650NAL0007403073001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Arora And Associates, P.C.
- EIN
- 22-2350558
- Plan number
- 001
- Location
- Lawrenceville, NJ
- Participants
- 146
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,278,034
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,278,034
- Employer contributions
- $92,109
- Participant contributions
- $1,268,631
- Total income / additions
- $6,874,881
- Benefits paid
- $3,054,070
- Administrative expenses
- $106,278
- Total expenses
- $3,160,348
- Net increase / (decrease)
- $3,714,533
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $74,941 | $0 |
| Stambaugh Ness | ACCOUNTANT | $13,000 | not reported in the loaded dataset |
| Mma Securities LLC | CONTRACT ADMINISTRATOR | $11,669 | not reported in the loaded dataset |
| Mma Securities LLC | INVESTMENT ADVISORY | $6,668 | not reported in the loaded dataset |