2023 Form 5500 filing — Chiesa Shahinian & Giantomasi Pc Salary Savings Plan (Ii)
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 20241015123244NAL0049405504001) for Chiesa Shahinian & Giantomasi Pc Salary Savings Plan (Ii), reported by Chiesa Shahinian & Giantomasi Pc under EIN 22-2012591 and plan number 004. It reports 297 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015123244NAL0049405504001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Chiesa Shahinian & Giantomasi Pc
- EIN
- 22-2012591
- Plan number
- 004
- Location
- Roseland, NJ
- Participants
- 297
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $113,730,546
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $113,730,546
- Employer contributions
- $3,341,165
- Participant contributions
- $2,716,637
- Total income / additions
- $24,593,807
- Benefits paid
- $5,737,982
- Administrative expenses
- $122,518
- Total expenses
- $5,873,429
- Net increase / (decrease)
- $18,720,378
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bleakley Financial Group LLC | SERVICE PROVIDER | $62,049 | not reported in the loaded dataset |
| Northeast Professional Planning Gro | THIRD PARTY ADMINISTRATO | $0 | $49,712 |
| Avram Y. Katz | SERVICE PROVIDER | $26,000 | not reported in the loaded dataset |
| Mazars Usa, Llp | SERVICE PROVIDER | $23,920 | not reported in the loaded dataset |
| National Professional Planning Grou | SERVICE PROVIDER | $6,464 | not reported in the loaded dataset |