Smolin, Lupin & Co. Savings And Investment Plan — Form 5500 plan (Smolin, Lupin & Co., P.A.)
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, Smolin, Lupin & Co. Savings And Investment Plan is a benefit plan reported by Smolin, Lupin & Co., P.A. under EIN 22-2258733 and plan number 002. The latest loaded filing year is 2023. The filing reports 165 participants and $30,932,392 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Smolin, Lupin & Co., P.A.
- EIN
- 22-2258733
- Plan number
- 002
- Plan type
- 2
- Location
- Fairfield, NJ
- Latest filing year
- 2023
- Participants
- 165
- End-of-year plan assets
- $30,932,392
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 165 | H, C | 20241011083749NAL0021535169001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,932,392
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,932,392
- Net assets (BOY)
- $26,270,833
Income & contributions
- Employer contributions
- $579,067
- Participant contributions
- $1,273,319
- Total contributions
- $1,908,192
- Total income / additions
- $6,583,233
Expenses & distributions
- Benefits paid
- $1,846,569
- Administrative expenses
- $75,105
- Total expenses
- $1,921,674
- Net increase / (decrease)
- $4,661,559
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Securian Financial Services | ADVISOR | $41,529 | not reported in the loaded dataset | 2023 |
| Intac Actuarial Services, Inc. | SERVICE PROVIDER | $13,843 | not reported in the loaded dataset | 2023 |
| The Vanguard Group, Inc. | RECORDKEEPER | $12,493 | not reported in the loaded dataset | 2023 |
| Marcum Llp | AUDITOR | $8,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Smolin, Lupin & Co., P.A.
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Fairfield, NJ
- Securian Financial Services — Schedule C compensation
- Intac Actuarial Services, Inc. — Schedule C compensation
- The Vanguard Group, Inc. — Schedule C compensation
- Marcum Llp — Schedule C compensation