2023 Form 5500 filing — Pressler, Felt & Warshaw, Llp 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 20241015094742NAL0029171969001) for Pressler, Felt & Warshaw, Llp Profit Sharing Plan, reported by Pressler, Felt & Warshaw, Llp under EIN 22-6250869 and plan number 001. It reports 231 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$9.7MReported net assets$9,676,217
Participants231
Provider compensation$21.5K2 Schedule C row(s)$21,478
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015094742NAL0029171969001
Plan sponsor
Pressler, Felt & Warshaw, Llp
EIN
22-6250869
Plan number
001
Location
Parsippany, NJ
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$9.7M total assets
Net assets$9.7MLiabilities$0
Money in vs. money out
Total income / additions$1.9M
Total expenses$569.2K
Benefits paid / distributions$548.8K
Contributions
Employer$26.4K
Participant$525.9K
Full reported line items
Total assets (EOY)
$9,676,217
Total liabilities (EOY)
$0
Net assets (EOY)
$9,676,217
Employer contributions
$26,417
Participant contributions
$525,934
Total income / additions
$1,924,996
Benefits paid
$548,759
Administrative expenses
$20,467
Total expenses
$569,226
Net increase / (decrease)
$1,355,770
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $11K · Indirect $0
  2. 2
    ADVISOR · Direct $10.5K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015094742NAL0029171969001 cover?
It is the 2023 Form 5500 filing for Pressler, Felt & Warshaw, Llp Profit Sharing Plan, reported by Pressler, Felt & Warshaw, Llp (EIN 22-6250869).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages