Ferrilli Retirement Plan — Form 5500 plan (Ferrilli)
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, Ferrilli Retirement Plan is a benefit plan reported by Ferrilli under EIN 20-1286946 and plan number 001. The latest loaded filing year is 2023. The filing reports 233 participants and $11,302,998 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$11.3MPlan net assets, end of year$11,302,998
Participants233Covered participants reported
Assets / participant$48.5KComputed: assets ÷ participants$48,511 (computed)
Provider compensation$3.8K1 Schedule C provider row(s)$3,762
- Plan sponsor
- Ferrilli
- EIN
- 20-1286946
- Plan number
- 001
- Plan type
- 2
- Location
- Haddonfield, NJ
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 233 | H, C | 20241013081644NAL0042008672001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$11.3M total assets
Net assets$11.3MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $11,302,998
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,302,998
- Net assets (BOY)
- $7,555,165
Income & contributions
- Employer contributions
- $687,604
- Participant contributions
- $1,365,277
- Total contributions
- $2,211,765
- Total income / additions
- $3,916,569
Expenses & distributions
- Benefits paid
- $159,354
- Administrative expenses
- $5,516
- Total expenses
- $168,736
- Net increase / (decrease)
- $3,747,833
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
33%67%
Employer 33%Participant 67%
Total expenses ÷ net assets1%Computed ratio
Benefits paid ÷ total income4%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $3,762 | $0 | 2023 |