Who sponsors the Princeton Consultants, Inc. 401(K) Plan?

Princeton Consultants, Inc. 401(K) Plan is reported as sponsored by Princeton Consultants, Inc. (EIN 22-2355076, plan number 001) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Princeton Consultants, Inc. 401(K) Plan?

The latest Form 5500 filing year loaded for Princeton Consultants, Inc. 401(K) Plan is 2023.

How many participants does Princeton Consultants, Inc. 401(K) Plan report?

Princeton Consultants, Inc. 401(K) Plan reports 139 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Princeton Consultants, Inc. 401(K) Plan?

Princeton Consultants, Inc. 401(K) Plan reports $39,847,975 in end-of-year plan assets in its latest loaded Form 5500 filing.

Princeton Consultants, Inc. 401(K) Plan — Form 5500 plan (Princeton Consultants, Inc.)

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, Princeton Consultants, Inc. 401(K) Plan is a benefit plan reported by Princeton Consultants, Inc. under EIN 22-2355076 and plan number 001. The latest loaded filing year is 2023. The filing reports 139 participants and $39,847,975 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor: Princeton Consultants, Inc.
EIN: 22-2355076
Plan number: 001
Plan type: 2
Location: Princeton, NJ
Latest filing year: 2023
Participants: 139
End-of-year plan assets: $39,847,975

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	139	H, C	20240802122202NAL0051886034001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY): $39,847,975
Total liabilities (EOY): $0
Net assets (EOY): $39,847,975
Net assets (BOY): $32,922,074

Income & contributions

Employer contributions: $123,324
Participant contributions: $1,224,748
Total contributions: $1,349,189
Total income / additions: $7,473,932

Expenses & distributions

Benefits paid: $489,676
Administrative expenses: $58,350
Total expenses: $548,031
Net increase / (decrease): $6,925,901

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Sterling Investment Advisors Ltd	ADVISOR	$30,000	not reported in the loaded dataset	2023
Fidelity Investments Institutional	RECORDKEEPER	$19,660	not reported in the loaded dataset	2023
Strategic Advisors, Inc.	ADVISOR	$8,690	not reported in the loaded dataset	2023