Certilman Balin Adler & Hyman, Llp Salary Reduction & Bonus Deferral Plan — Form 5500 plan (Certilman Balin Adler & Hyman, 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, Certilman Balin Adler & Hyman, Llp Salary Reduction & Bonus Deferral Plan is a benefit plan reported by Certilman Balin Adler & Hyman, Llp under EIN 11-6188872 and plan number 002. The latest loaded filing year is 2023. The filing reports 190 participants and $63,019,210 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Certilman Balin Adler & Hyman, Llp
EIN
11-6188872
Plan number
002
Plan type
2
Location
East Meadow, NY
Latest filing year
2023
Participants
190
End-of-year plan assets
$63,019,210

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023190H, C20241008081941NAL0008180195001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$63,019,210
Total liabilities (EOY)
$0
Net assets (EOY)
$63,019,210
Net assets (BOY)
$56,583,058

Income & contributions

Employer contributions
$1,172,865
Participant contributions
$2,117,376
Total contributions
$3,300,084
Total income / additions
$13,306,864

Expenses & distributions

Benefits paid
$6,859,824
Administrative expenses
$10,888
Total expenses
$6,870,712
Net increase / (decrease)
$6,436,152

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Signature Securities Group CorpSERVICE PROVIDER$0$34,8172023
Wilmington TrustSERVICE PROVIDER$0$19,1592023
MorningstarSERVICE PROVIDER$0$9,3582023

Related Form 5500 pages