Adrianna Papell, LLC Employees Profit Sharing & 401(K) Plan — Form 5500 plan (Adrianna Papell, LLC)
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, Adrianna Papell, LLC Employees Profit Sharing & 401(K) Plan is a benefit plan reported by Adrianna Papell, LLC under EIN 13-3919793 and plan number 002. The latest loaded filing year is 2023. The filing reports 114 participants and $7,982,552 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Adrianna Papell, LLC
- EIN
- 13-3919793
- Plan number
- 002
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 114
- End-of-year plan assets
- $7,982,552
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 114 | H, C | 20241014155451NAL0015249811001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,982,552
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,982,552
- Net assets (BOY)
- $6,604,955
Income & contributions
- Participant contributions
- $506,232
- Total contributions
- $506,232
- Total income / additions
- $1,659,938
Expenses & distributions
- Benefits paid
- $244,785
- Administrative expenses
- $37,556
- Total expenses
- $282,341
- Net increase / (decrease)
- $1,377,597
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mml Investors Services | ADVISORS | $22,066 | not reported in the loaded dataset | 2023 |
| Nationwide | RECORDKEEPER | $13,912 | $819 | 2023 |
| Gettry Marcus Cpa Pc | ACCOUNTANT | $12,500 | not reported in the loaded dataset | 2023 |
| Associated Pension Consultants, Inc | TPA | $3,810 | $0 | 2023 |
| Iron-Co-Fid-3(21) | 3(21) CO-FIDUCIARY | $1,471 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Adrianna Papell, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Mml Investors Services — Schedule C compensation
- Nationwide — Schedule C compensation
- Gettry Marcus Cpa Pc — Schedule C compensation
- Associated Pension Consultants, Inc — Schedule C compensation
- Iron-Co-Fid-3(21) — Schedule C compensation