2023 Form 5500 filing — Chiesa Shahinian & Giantomasi Pc Salary 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 20241015122152NAL0049356128001) for Chiesa Shahinian & Giantomasi Pc Salary Savings Plan (I), reported by Chiesa Shahinian & Giantomasi Pc under EIN 22-2012591 and plan number 003. It reports 163 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)$16.9MReported net assets$16,856,458
Participants163
Provider compensation$15.7K2 Schedule C row(s)$15,680
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015122152NAL0049356128001
- Plan sponsor
- Chiesa Shahinian & Giantomasi Pc
- EIN
- 22-2012591
- Plan number
- 003
- Location
- Roseland, NJ
- Received date
- not reported in the loaded dataset
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)$16.9M total assets
Net assets$16.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $16,856,458
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,856,458
- Employer contributions
- $131,057
- Participant contributions
- $1,251,295
- Total income / additions
- $4,429,482
- Benefits paid
- $373,506
- Administrative expenses
- $16,375
- Total expenses
- $389,881
- Net increase / (decrease)
- $4,039,601
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bleakley Financial Group LLC | SERVICE PROVIDER | $8,634 | not reported in the loaded dataset |
| Northeast Prof Planning Group | THIRD PARTY ADMINISTRATO | $0 | $7,046 |