2023 Form 5500 filing — Moritt Hock & Hamroff Llp 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 20241014085217NAL0014665027001) for Moritt Hock & Hamroff Llp 401(K) Profit Sharing Plan, reported by Moritt Hock & Hamroff Llp under EIN 11-2954522 and plan number 002. It reports 181 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014085217NAL0014665027001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Moritt Hock & Hamroff Llp
- EIN
- 11-2954522
- Plan number
- 002
- Location
- Garden City, NY
- Participants
- 181
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $39,771,979
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,771,979
- Employer contributions
- $290,295
- Participant contributions
- $1,869,036
- Total income / additions
- $8,282,445
- Benefits paid
- $2,869,753
- Administrative expenses
- $160,082
- Total expenses
- $3,032,949
- Net increase / (decrease)
- $5,249,496
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Commonwealth Financial Network | ADVISOR | $53,275 | $0 |
| Fidelity Investments Institutional | RECORDKEEPER | $52,024 | $0 |
| Eisneramper Llp | ACCOUNTANT / AUDITOR | $30,095 | $0 |
| Intac Actuarial Services | THIRD PARTY ADMINISTRATOR | $20,555 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $4,133 | $0 |