Mclaughlin & Stern, Llp 401(K) Plan — Form 5500 plan (Mclaughlin & Stern, 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, Mclaughlin & Stern, Llp 401(K) Plan is a benefit plan reported by Mclaughlin & Stern, Llp under EIN 13-2993028 and plan number 002. The latest loaded filing year is 2023. The filing reports 243 participants and $55,377,327 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mclaughlin & Stern, Llp
- EIN
- 13-2993028
- Plan number
- 002
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 243
- End-of-year plan assets
- $55,377,327
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 243 | H, C | 20241003085412NAL0020131154001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $55,377,327
- Net assets (EOY)
- $55,377,327
- Net assets (BOY)
- $47,816,750
Income & contributions
- Employer contributions
- $690,209
- Participant contributions
- $1,660,467
- Total contributions
- $2,372,329
- Total income / additions
- $10,450,405
Expenses & distributions
- Benefits paid
- $2,836,464
- Administrative expenses
- $53,364
- Total expenses
- $2,889,828
- Net increase / (decrease)
- $7,560,577
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alliant Retirement Services, Inc. | SERVICE PROVIDER | $34,194 | $16,250 | 2023 |
| Alliant Insurance Services, Inc. | TPA | $0 | $21,258 | 2023 |
| Alliant Insurance Services | SERVICE PROVIDER | $12,250 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mclaughlin & Stern, Llp
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Alliant Retirement Services, Inc. — Schedule C compensation
- Alliant Insurance Services, Inc. — Schedule C compensation
- Alliant Insurance Services — Schedule C compensation