2023 Form 5500 filing — Certilman Balin Adler & Hyman, Llp Salary Reduction & Bonus Deferral 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 20241008081941NAL0008180195001) for Certilman Balin Adler & Hyman, Llp Salary Reduction & Bonus Deferral Plan, reported by Certilman Balin Adler & Hyman, Llp under EIN 11-6188872 and plan number 002. It reports 190 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008081941NAL0008180195001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Certilman Balin Adler & Hyman, Llp
- EIN
- 11-6188872
- Plan number
- 002
- Location
- East Meadow, NY
- Participants
- 190
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $63,019,210
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $63,019,210
- Employer contributions
- $1,172,865
- Participant contributions
- $2,117,376
- Total income / additions
- $13,306,864
- Benefits paid
- $6,859,824
- Administrative expenses
- $10,888
- Total expenses
- $6,870,712
- Net increase / (decrease)
- $6,436,152
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Signature Securities Group Corp | SERVICE PROVIDER | $0 | $34,817 |
| Wilmington Trust | SERVICE PROVIDER | $0 | $19,159 |
| Morningstar | SERVICE PROVIDER | $0 | $9,358 |