Moritt Hock & Hamroff Llp 401(K) Profit Sharing Plan — Form 5500 plan (Moritt Hock & Hamroff Llp)
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, Moritt Hock & Hamroff Llp 401(K) Profit Sharing Plan is a benefit plan reported by Moritt Hock & Hamroff Llp under EIN 11-2954522 and plan number 002. The latest loaded filing year is 2023. The filing reports 181 participants and $39,771,979 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Moritt Hock & Hamroff Llp
- EIN
- 11-2954522
- Plan number
- 002
- Plan type
- 2
- Location
- Garden City, NY
- Latest filing year
- 2023
- Participants
- 181
- End-of-year plan assets
- $39,771,979
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 181 | H, C | 20241014085217NAL0014665027001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $39,771,979
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,771,979
- Net assets (BOY)
- $34,522,483
Income & contributions
- Employer contributions
- $290,295
- Participant contributions
- $1,869,036
- Total contributions
- $2,372,297
- Total income / additions
- $8,282,445
Expenses & distributions
- Benefits paid
- $2,869,753
- Administrative expenses
- $160,082
- Total expenses
- $3,032,949
- Net increase / (decrease)
- $5,249,496
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Commonwealth Financial Network | ADVISOR | $53,275 | $0 | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $52,024 | $0 | 2023 |
| Eisneramper Llp | ACCOUNTANT / AUDITOR | $30,095 | $0 | 2023 |
| Intac Actuarial Services | THIRD PARTY ADMINISTRATOR | $20,555 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $4,133 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Moritt Hock & Hamroff Llp
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Garden City, NY
- Commonwealth Financial Network — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Eisneramper Llp — Schedule C compensation
- Intac Actuarial Services — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation