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, Finkelstein & Affiliated Entities 401(K) Plan is a benefit plan reported by Finkelstein & Partners, Llp under EIN 14-1618161 and plan number 003. The latest loaded filing year is 2023. The filing reports 418 participants and $41,382,612 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $41,382,612
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,382,612
- Net assets (BOY)
- $36,811,318
Income & contributions
- Employer contributions
- $197,125
- Participant contributions
- $2,091,156
- Total contributions
- $2,293,459
- Total income / additions
- $7,846,869
Expenses & distributions
- Benefits paid
- $3,291,881
- Administrative expenses
- -$16,306
- Total expenses
- $3,275,575
- Net increase / (decrease)
- $4,571,294