Pillinger Miller Tarallo Llp 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Pillinger Miller Tarallo 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, Pillinger Miller Tarallo Llp 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Pillinger Miller Tarallo Llp under EIN 20-4002438 and plan number 001. The latest loaded filing year is 2023. The filing reports 207 participants and $9,732,527 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pillinger Miller Tarallo Llp
- EIN
- 20-4002438
- Plan number
- 001
- Plan type
- 2
- Location
- Elmsford, NY
- Latest filing year
- 2023
- Participants
- 207
- End-of-year plan assets
- $9,732,527
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 207 | H, C | 20241002150141NAL0009026593001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,732,527
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,732,527
- Net assets (BOY)
- $6,859,215
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $1,264,572
- Total contributions
- $1,815,675
- Total income / additions
- $3,045,793
Expenses & distributions
- Benefits paid
- $170,706
- Administrative expenses
- $2,666
- Total expenses
- $172,481
- Net increase / (decrease)
- $2,873,312
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | ADVISOR | $0 | $18,912 | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $2,666 | $0 | 2023 |