2023 Form 5500 filing — Smolin, Lupin & Co. Savings And Investment 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 20241011083749NAL0021535169001) for Smolin, Lupin & Co. Savings And Investment Plan, reported by Smolin, Lupin & Co., P.A. under EIN 22-2258733 and plan number 002. It reports 165 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011083749NAL0021535169001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Smolin, Lupin & Co., P.A.
- EIN
- 22-2258733
- Plan number
- 002
- Location
- Fairfield, NJ
- Participants
- 165
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,932,392
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,932,392
- Employer contributions
- $579,067
- Participant contributions
- $1,273,319
- Total income / additions
- $6,583,233
- Benefits paid
- $1,846,569
- Administrative expenses
- $75,105
- Total expenses
- $1,921,674
- Net increase / (decrease)
- $4,661,559
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Securian Financial Services | ADVISOR | $41,529 | not reported in the loaded dataset |
| Intac Actuarial Services, Inc. | SERVICE PROVIDER | $13,843 | not reported in the loaded dataset |
| The Vanguard Group, Inc. | RECORDKEEPER | $12,493 | not reported in the loaded dataset |
| Marcum Llp | AUDITOR | $8,000 | not reported in the loaded dataset |