Plan5500

2023 Form 5500 filing — Prager Metis Cpas, LLC 401(K) 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 20241015191855NAL0030737169001) for Prager Metis Cpas, LLC 401(K) Savings Plan I, reported by Prager Metis Cpas, LLC under EIN 06-1667465 and plan number 003. It reports 567 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015191855NAL0030737169001
Filing year
2023
Form type
2
Plan sponsor
Prager Metis Cpas, LLC
EIN
06-1667465
Plan number
003
Location
New York, NY
Participants
567
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$33,863,037
Total liabilities (EOY)
$25,000
Net assets (EOY)
$33,838,037
Employer contributions
$1,127,908
Participant contributions
$2,336,566
Total income / additions
$7,863,323
Benefits paid
$1,770,562
Administrative expenses
$221,304
Total expenses
$1,996,322
Net increase / (decrease)
$5,867,001
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Lincoln National CorporationSERVICE PROVIDER$104,289not reported in the loaded dataset
Danziger & Markhoff LlpCONSULTANT$44,956not reported in the loaded dataset
Leafhouse, Financial Advisors, LLCCONSULTANT$28,474not reported in the loaded dataset
Perigon Wealth ManagementCONSULTANT$26,218not reported in the loaded dataset
Caron & Bletzer, PllcCONSULTANT$15,000not reported in the loaded dataset
Pm Wealth ManagementCONSULTANT$2,255not reported in the loaded dataset

Related Form 5500 pages