Meyer, Suozzi, English & Klein, P.C. 401(K) Plan — Form 5500 plan (Meyer, Suozzi, English & Klein, P.C.)
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, Meyer, Suozzi, English & Klein, P.C. 401(K) Plan is a benefit plan reported by Meyer, Suozzi, English & Klein, P.C. under EIN 11-2340639 and plan number 001. The latest loaded filing year is 2023. The filing reports 121 participants and $39,088,949 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Meyer, Suozzi, English & Klein, P.C.
- EIN
- 11-2340639
- Plan number
- 001
- Plan type
- 2
- Location
- Garden City, NY
- Latest filing year
- 2023
- Participants
- 121
- End-of-year plan assets
- $39,088,949
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 121 | H, C | 20241008141833NAL0030197936001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $39,088,949
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,088,949
- Net assets (BOY)
- $40,199,142
Income & contributions
- Employer contributions
- $627,297
- Participant contributions
- $651,967
- Total contributions
- $1,279,264
- Total income / additions
- $6,786,821
Expenses & distributions
- Benefits paid
- $7,770,281
- Administrative expenses
- $126,733
- Total expenses
- $7,897,014
- Net increase / (decrease)
- -$1,110,193
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $126,733 | $300 | 2023 |
| Resources Investment Advisors | INVESTMENT ADVISORY | $0 | $66,253 | 2023 |
| Madison Pension Services, Inc. | ACTUARY | $0 | $19,413 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Meyer, Suozzi, English & Klein, P.C.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Garden City, NY
- Principal Life Insurance Company — Schedule C compensation
- Resources Investment Advisors — Schedule C compensation
- Madison Pension Services, Inc. — Schedule C compensation