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, Barasch & Mcgarry, Pc Cash Balance Plan is a benefit plan reported by Barasch & Mcgarry, P.C. Dba Barasch Mcgarry Salzman & Penson under EIN 13-3806401 and plan number 002. The latest loaded filing year is 2023. The filing reports 135 participants and $11,676,320 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,676,320
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,676,320
- Net assets (BOY)
- $8,692,115
Income & contributions
- Employer contributions
- $2,000,000
- Total contributions
- $2,000,000
- Total income / additions
- $3,027,112
Expenses & distributions
- Benefits paid
- $8,389
- Administrative expenses
- $34,518
- Total expenses
- $42,907
- Net increase / (decrease)
- $2,984,205