Mcelroy, Deutsch, Mulvaney & Carpenter, Llp 401(K) Plan — Form 5500 plan (Mcelroy, Deutsch, Mulvaney And Carpenter, Llp)
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, Mcelroy, Deutsch, Mulvaney & Carpenter, Llp 401(K) Plan is a benefit plan reported by Mcelroy, Deutsch, Mulvaney And Carpenter, Llp under EIN 22-2445165 and plan number 001. The latest loaded filing year is 2023. The filing reports 484 participants and $116,031,644 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mcelroy, Deutsch, Mulvaney And Carpenter, Llp
- EIN
- 22-2445165
- Plan number
- 001
- Plan type
- 2
- Location
- Morristown, NJ
- Latest filing year
- 2023
- Participants
- 484
- End-of-year plan assets
- $116,031,644
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 484 | H, C | 20241015093629NAL0014325107001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $116,031,644
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $116,031,644
- Net assets (BOY)
- $107,164,225
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $2,777,721
- Total contributions
- $2,867,591
- Total income / additions
- $21,328,055
Expenses & distributions
- Benefits paid
- $12,246,577
- Administrative expenses
- $214,059
- Total expenses
- $12,460,636
- Net increase / (decrease)
- $8,867,419
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Newport Capital Group LLC | NONE | $154,500 | not reported in the loaded dataset | 2023 |
| T Rowe Price Rps Inc | NONE | $36,759 | $0 | 2023 |
| Clyne Eagan And Associates | NONE | $22,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mcelroy, Deutsch, Mulvaney And Carpenter, Llp
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Morristown, NJ
- Newport Capital Group LLC — Schedule C compensation
- T Rowe Price Rps Inc — Schedule C compensation
- Clyne Eagan And Associates — Schedule C compensation