2023 Form 5500 filing — The Ruskin Moscou Faltischek, P.C. 401(K) Retirement 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 20241008094056NAL0008228179001) for The Ruskin Moscou Faltischek, P.C. 401(K) Retirement Plan, reported by Ruskin Moscou Faltischek, P.C. under EIN 11-2301137 and plan number 002. It reports 151 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008094056NAL0008228179001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ruskin Moscou Faltischek, P.C.
- EIN
- 11-2301137
- Plan number
- 002
- Location
- Uniondale, NY
- Participants
- 151
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $46,033,825
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $46,033,825
- Employer contributions
- $385,786
- Participant contributions
- $1,548,716
- Total income / additions
- $11,110,061
- Benefits paid
- $2,416,992
- Administrative expenses
- $83,826
- Total expenses
- $2,500,818
- Net increase / (decrease)
- $8,609,243
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kestra Advisory Services LLC | INVESTMENT ADVISOR | $36,050 | not reported in the loaded dataset |
| Empower Life & Annuity Insurance Co | RECORDKEEPER | $31,791 | $0 |
| Berdon Llp | AUDITOR | $15,000 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $985 | not reported in the loaded dataset |