Chiesa Shahinian & Giantomasi Pc Salary Savings Plan (Ii) — Form 5500 plan (Chiesa Shahinian & Giantomasi 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, Chiesa Shahinian & Giantomasi Pc Salary Savings Plan (Ii) is a benefit plan reported by Chiesa Shahinian & Giantomasi Pc under EIN 22-2012591 and plan number 004. The latest loaded filing year is 2023. The filing reports 297 participants and $113,730,546 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Chiesa Shahinian & Giantomasi Pc
- EIN
- 22-2012591
- Plan number
- 004
- Plan type
- 2
- Location
- Roseland, NJ
- Latest filing year
- 2023
- Participants
- 297
- End-of-year plan assets
- $113,730,546
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 297 | H, C | 20241015123244NAL0049405504001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $113,730,546
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $113,730,546
- Net assets (BOY)
- $95,010,168
Income & contributions
- Employer contributions
- $3,341,165
- Participant contributions
- $2,716,637
- Total contributions
- $6,694,145
- Total income / additions
- $24,593,807
Expenses & distributions
- Benefits paid
- $5,737,982
- Administrative expenses
- $122,518
- Total expenses
- $5,873,429
- Net increase / (decrease)
- $18,720,378
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bleakley Financial Group LLC | SERVICE PROVIDER | $62,049 | not reported in the loaded dataset | 2023 |
| Northeast Professional Planning Gro | THIRD PARTY ADMINISTRATO | $0 | $49,712 | 2023 |
| Avram Y. Katz | SERVICE PROVIDER | $26,000 | not reported in the loaded dataset | 2023 |
| Mazars Usa, Llp | SERVICE PROVIDER | $23,920 | not reported in the loaded dataset | 2023 |
| National Professional Planning Grou | SERVICE PROVIDER | $6,464 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Chiesa Shahinian & Giantomasi Pc
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Roseland, NJ
- Bleakley Financial Group LLC — Schedule C compensation
- Northeast Professional Planning Gro — Schedule C compensation
- Avram Y. Katz — Schedule C compensation
- Mazars Usa, Llp — Schedule C compensation
- National Professional Planning Grou — Schedule C compensation