2023 Form 5500 filing — Abrams Fensterman, Llp 401(K) 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 20250702232832NAL0000093651001) for Abrams Fensterman, Llp 401(K) Retirement Plan, reported by Abrams Fensterman, Llp under EIN 11-3522661 and plan number 001. It reports 245 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250702232832NAL0000093651001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Abrams Fensterman, Llp
- EIN
- 11-3522661
- Plan number
- 001
- Location
- Lake Success, NY
- Participants
- 245
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,877,342
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,877,342
- Employer contributions
- $430,306
- Participant contributions
- $1,712,671
- Total income / additions
- $5,226,207
- Benefits paid
- $4,993,764
- Administrative expenses
- $119,950
- Total expenses
- $5,122,915
- Net increase / (decrease)
- $103,292
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Jerome Krantz | INVESTMENT ADVISORY | $47,906 | not reported in the loaded dataset |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $45,272 | $0 |
| The Guardian Insurance & Annuity | INVESTMENT | $24,046 | not reported in the loaded dataset |
| Ub Pensions | CONTRACT ADMINISTRATOR | $2,775 | $18,403 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |