Prager Metis Cpas, LLC 401(K) Savings Plan Ii — Form 5500 plan (Prager Metis Cpas, LLC)
Plain-English plan 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, Prager Metis Cpas, LLC 401(K) Savings Plan Ii is a benefit plan reported by Prager Metis Cpas, LLC under EIN 06-1667465 and plan number 002. The latest loaded filing year is 2023. The filing reports 307 participants and $30,354,020 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Prager Metis Cpas, LLC
- EIN
- 06-1667465
- Plan number
- 002
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 307
- End-of-year plan assets
- $30,354,020
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 307 | H, C | 20241015191726NAL0030734513003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,354,020
- Net assets (EOY)
- $30,354,020
- Net assets (BOY)
- $28,967,394
Income & contributions
- Employer contributions
- $771,426
- Participant contributions
- $1,865,219
- Total contributions
- $2,636,645
- Total income / additions
- $6,393,506
Expenses & distributions
- Benefits paid
- $4,812,639
- Administrative expenses
- $194,241
- Total expenses
- $5,006,880
- Net increase / (decrease)
- $1,386,626
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $95,469 | not reported in the loaded dataset | 2023 |
| Leafhouse Financial Advisors | CONSULTANT | $28,239 | not reported in the loaded dataset | 2023 |
| Danziger & Markhoff Llp | CONSULTANT | $27,169 | not reported in the loaded dataset | 2023 |
| Perigon Wealth Management | CONSULTANT | $25,877 | not reported in the loaded dataset | 2023 |
| Caron & Bletzer, Pllc | CONSULTANT | $15,000 | not reported in the loaded dataset | 2023 |
| Pm Wealth Management | CONSULTANT | $2,361 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Prager Metis Cpas, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Lincoln National Corporation — Schedule C compensation
- Leafhouse Financial Advisors — Schedule C compensation
- Danziger & Markhoff Llp — Schedule C compensation
- Perigon Wealth Management — Schedule C compensation
- Caron & Bletzer, Pllc — Schedule C compensation
- Pm Wealth Management — Schedule C compensation