2023 Form 5500 filing — Jaspan Schlesinger Narendran Llp Retirement 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 20241226111309NAL0020991280001) for Jaspan Schlesinger Narendran Llp Retirement Plan, reported by Jaspan Schlesinger Narendran Llp under EIN 13-1546481 and plan number 002. It reports 140 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241226111309NAL0020991280001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jaspan Schlesinger Narendran Llp
- EIN
- 13-1546481
- Plan number
- 002
- Location
- Garden City, NY
- Participants
- 140
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,032,366
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,032,366
- Employer contributions
- $340,520
- Participant contributions
- $810,366
- Total income / additions
- $4,166,414
- Benefits paid
- $353,433
- Administrative expenses
- $2,225
- Total expenses
- $355,658
- Net increase / (decrease)
- $3,810,756
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Associated Pension Consultants Inc | THIRD PARTY ADMINISTRATO | $0 | $9,069 |
| Morningstar | INVESTMENT ADVISORY (PL | $0 | $3,066 |