Archer & Greiner, P.C. Cash Or Deferred Profit Sharing Plan — Form 5500 plan (Archer & Greiner, P.C.)
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, Archer & Greiner, P.C. Cash Or Deferred Profit Sharing Plan is a benefit plan reported by Archer & Greiner, P.C. under EIN 22-2092948 and plan number 001. The latest loaded filing year is 2023. The filing reports 457 participants and $199,394,817 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Archer & Greiner, P.C.
- EIN
- 22-2092948
- Plan number
- 001
- Plan type
- 2
- Location
- Voorhees, NJ
- Latest filing year
- 2023
- Participants
- 457
- End-of-year plan assets
- $199,394,817
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 457 | H, C | 20250702135334NAL0013773793001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $199,394,817
- Net assets (EOY)
- $199,394,817
- Net assets (BOY)
- $173,971,334
Income & contributions
- Employer contributions
- $2,277,778
- Participant contributions
- $4,590,968
- Total contributions
- $8,367,713
- Total income / additions
- $46,392,367
Expenses & distributions
- Benefits paid
- $20,731,998
- Administrative expenses
- $236,886
- Total expenses
- $20,968,884
- Net increase / (decrease)
- $25,423,483
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lpl Financial LLC | INVESTMENT ADVISORY | $108,237 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $91,802 | not reported in the loaded dataset | 2023 |
| Prudential Retirement Insurance And | ADMIN & RECORDKEEPING | $26,259 | not reported in the loaded dataset | 2023 |
| Bowman & Company Llp | AUDITORS | $17,215 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Archer & Greiner, P.C.
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Voorhees, NJ
- Lpl Financial LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Prudential Retirement Insurance And — Schedule C compensation
- Bowman & Company Llp — Schedule C compensation