2023 Form 5500 filing — Pkf O'Connor Davies, Llp 401(K) Savings & 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 20241015085941NAL0029076609001) for Pkf O'Connor Davies, Llp 401(K) Savings & Retirement Plan, reported by Pkf O'Connor Davies, Llp under EIN 27-1728945 and plan number 002. It reports 1,788 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015085941NAL0029076609001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pkf O'Connor Davies, Llp
- EIN
- 27-1728945
- Plan number
- 002
- Location
- Harrison, NY
- Participants
- 1,788
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $272,550,811
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $272,550,811
- Employer contributions
- $6,730,140
- Participant contributions
- $15,826,731
- Total income / additions
- $72,211,917
- Benefits paid
- $11,720,935
- Administrative expenses
- $397,949
- Total expenses
- $12,118,884
- Net increase / (decrease)
- $60,093,033
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services Inc | INVESTMENT ADVISORY | $212,958 | $0 |
| Futureplan By Ascensus | RECORDKEEPER | $34,564 | $1,169 |
| Transamerica Retirement Solutions | RECORDKEEPER | $21,724 | $0 |