2023 Form 5500 filing — Mandelbaum Barrett, Pc Employee Savings 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 20241015190306NAL0030706289001) for Mandelbaum Barrett, Pc Employee Savings Plan, reported by Mandelbaum Barrett, Pc under EIN 22-1981178 and plan number 001. It reports 165 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)$30.2MReported net assets$30,178,657
Participants165
Provider compensation$56.8K4 Schedule C row(s)$56,800
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015190306NAL0030706289001
- Plan sponsor
- Mandelbaum Barrett, Pc
- EIN
- 22-1981178
- Plan number
- 001
- 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)$30.2M total assets
Net assets$30.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $30,178,657
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,178,657
- Employer contributions
- $846,014
- Participant contributions
- $1,804,783
- Total income / additions
- $7,069,127
- Benefits paid
- $833,818
- Administrative expenses
- $56,800
- Total expenses
- $890,618
- Net increase / (decrease)
- $6,178,509
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Park Avenue Securities, LLC | INVESTMENT / FINANCIAL AD | $50,390 | not reported in the loaded dataset |
| Fi401k Advisors, LLC | INVESTMENT/FINANCIAL ADVI | $4,400 | not reported in the loaded dataset |
| Adp, Inc. | RECORD KEEPER | $2,010 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | not reported in the loaded dataset |