2023 Form 5500 filing — Ent And Allergy Associates, Llp Retirement Savings Plan I
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 20241014102209NAL0027014673001) for Ent And Allergy Associates, Llp Retirement Savings Plan I, reported by Ent And Allergy Associates, Llp under EIN 13-4000192 and plan number 001. It reports 1,066 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014102209NAL0027014673001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ent And Allergy Associates, Llp
- EIN
- 13-4000192
- Plan number
- 001
- Location
- Tarrytown, NY
- Participants
- 1,066
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $209,792,782
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $209,792,782
- Employer contributions
- $6,114,794
- Participant contributions
- $7,833,522
- Total income / additions
- $44,302,451
- Benefits paid
- $12,045,647
- Administrative expenses
- $137,901
- Total expenses
- $12,183,548
- Net increase / (decrease)
- $32,118,903
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $74,414 | $0 |
| Private Advisor Group | INVESTMENT ADVISORY | $63,487 | $263 |
| The Benefit Practice | OTHER SERVICES | $0 | $19,480 |