Who sponsors the Mandelbaum Barrett, Pc Employee Savings Plan?

Mandelbaum Barrett, Pc Employee Savings Plan is reported as sponsored by Mandelbaum Barrett, Pc (EIN 22-1981178, plan number 001) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Mandelbaum Barrett, Pc Employee Savings Plan?

The latest Form 5500 filing year loaded for Mandelbaum Barrett, Pc Employee Savings Plan is 2023.

How many participants does Mandelbaum Barrett, Pc Employee Savings Plan report?

Mandelbaum Barrett, Pc Employee Savings Plan reports 165 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Mandelbaum Barrett, Pc Employee Savings Plan?

Mandelbaum Barrett, Pc Employee Savings Plan reports $30,178,657 in end-of-year plan assets in its latest loaded Form 5500 filing.

Mandelbaum Barrett, Pc Employee Savings Plan — Form 5500 plan (Mandelbaum Barrett, Pc)

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, Mandelbaum Barrett, Pc Employee Savings Plan is a benefit plan reported by Mandelbaum Barrett, Pc under EIN 22-1981178 and plan number 001. The latest loaded filing year is 2023. The filing reports 165 participants and $30,178,657 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$30.2MPlan net assets, end of year$30,178,657

Participants165Covered participants reported

Assets / participant$182.9KComputed: assets ÷ participants$182,901 (computed)

Provider compensation$56.8K4 Schedule C provider row(s)$56,800

Plan sponsor: Mandelbaum Barrett, Pc
EIN: 22-1981178
Plan number: 001
Plan type: 2
Location: Roseland, NJ
Latest filing year: 2023

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	165	H, C	20241015190306NAL0030706289001

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)$30.2M total assets

Net assets$30.2MLiabilities$0

Money in vs. money out

Total income / additions$7.1M

Total expenses$890.6K

Benefits paid / distributions$833.8K

Contributions

Employer$846K

Participant$1.8M

Full reported line items

Net assets

Total assets (EOY): $30,178,657
Total liabilities (EOY): $0
Net assets (EOY): $30,178,657
Net assets (BOY): $24,000,148

Income & contributions

Employer contributions: $846,014
Participant contributions: $1,804,783
Total contributions: $2,807,362
Total income / additions: $7,069,127

Expenses & distributions

Benefits paid: $833,818
Administrative expenses: $56,800
Total expenses: $890,618
Net increase / (decrease): $6,178,509

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.

Contribution share (employer vs. participant)

32%68%

Employer 32%Participant 68%

Total expenses ÷ net assets3%Computed ratio

Benefits paid ÷ total income12%Computed ratio

Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Park Avenue Securities, LLC	INVESTMENT / FINANCIAL AD	$50,390	not reported in the loaded dataset	2023
Fi401k Advisors, LLC	INVESTMENT/FINANCIAL ADVI	$4,400	not reported in the loaded dataset	2023
Adp, Inc.	RECORD KEEPER	$2,010	$0	2023
Adp Broker-Dealer	RECORD KEEPER	$0	not reported in the loaded dataset	2023