2023 Form 5500 filing — Stern & Eisenberg, Pc 401(K) Profit Sharing Plan And Trust
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 20241015150742NAL0056859058001) for Stern & Eisenberg, Pc 401(K) Profit Sharing Plan And Trust, reported by Stern & Eisenberg, Pc under EIN 45-1578526 and plan number 001. It reports 160 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015150742NAL0056859058001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stern & Eisenberg, Pc
- EIN
- 45-1578526
- Plan number
- 001
- Location
- Warrington, PA
- Participants
- 160
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,014,088
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,014,088
- Employer contributions
- $199,408
- Participant contributions
- $414,070
- Total income / additions
- $1,417,041
- Benefits paid
- $733,937
- Administrative expenses
- $34,928
- Total expenses
- $768,865
- Net increase / (decrease)
- $648,176
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cetera Advisors LLC C/O Retirement | INVESTMENT MANAGER | $18,230 | not reported in the loaded dataset |
| Nationwide | RECORDKEEPER | $14,574 | $792 |