Giordano, Halleran, & Ciesla, P.C. Employee'S Salary Deferral Plan — Form 5500 plan (Giordano, Halleran & Ciesla, 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, Giordano, Halleran, & Ciesla, P.C. Employee'S Salary Deferral Plan is a benefit plan reported by Giordano, Halleran & Ciesla, P.C. under EIN 22-2341750 and plan number 001. The latest loaded filing year is 2023. The filing reports 151 participants and $61,928,338 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Giordano, Halleran & Ciesla, P.C.
EIN
22-2341750
Plan number
001
Plan type
2
Location
Red Bank, NJ
Latest filing year
2023
Participants
151
End-of-year plan assets
$61,928,338

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023151H, C20240911121743NAL0003631795001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$61,928,338
Total liabilities (EOY)
$0
Net assets (EOY)
$61,928,338
Net assets (BOY)
$50,062,763

Income & contributions

Employer contributions
$742,030
Participant contributions
$1,549,460
Total contributions
$2,298,948
Total income / additions
$13,017,020

Expenses & distributions

Benefits paid
$1,145,284
Administrative expenses
$6,161
Total expenses
$1,151,445
Net increase / (decrease)
$11,865,575

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$5,330not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$831$02023

Related Form 5500 pages