Felix Storch Inc. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Felix Storch Inc.)
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, Felix Storch Inc. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Felix Storch Inc. under EIN 11-2197886 and plan number 001. The latest loaded filing year is 2023. The filing reports 249 participants and $9,496,222 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Felix Storch Inc.
- EIN
- 11-2197886
- Plan number
- 001
- Plan type
- 2
- Location
- Bronx, NY
- Latest filing year
- 2023
- Participants
- 249
- End-of-year plan assets
- $9,496,222
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 249 | H, C | 20241011100558NAL0012352835001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,496,222
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,496,222
- Net assets (BOY)
- $7,920,958
Income & contributions
- Employer contributions
- $458,951
- Participant contributions
- $834,171
- Total contributions
- $1,293,122
- Total income / additions
- $2,579,568
Expenses & distributions
- Benefits paid
- $936,064
- Administrative expenses
- $68,240
- Total expenses
- $1,004,304
- Net increase / (decrease)
- $1,575,264
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $66,342 | $0 | 2023 |
| Onedigital Investment Advisors | INVESTMENT ADVISORY | $0 | $30,800 | 2023 |
| Aurora Private Wealth, Inc. | INVESTMENT ADVISORY | $0 | $9,325 | 2023 |
| Associated Pension Consultants, Inc | CONTRACT ADMINISTRATOR | $1,898 | $780 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Felix Storch Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Bronx, NY
- Principal Life Insurance Company — Schedule C compensation
- Onedigital Investment Advisors — Schedule C compensation
- Aurora Private Wealth, Inc. — Schedule C compensation
- Associated Pension Consultants, Inc — Schedule C compensation