Puff Sierzega & Macfeeters LLC Tr — Form 5500 plan (Jeffrey Puff)
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, Puff Sierzega & Macfeeters LLC Tr is a benefit plan reported by Jeffrey Puff under EIN 22-2872738 and plan number 003. The latest loaded filing year is 2023. The filing reports 23 participants and $5,214,500 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jeffrey Puff
- EIN
- 22-2872738
- Plan number
- 003
- Plan type
- 2
- Location
- Woodbury, NJ
- Latest filing year
- 2023
- Participants
- 23
- End-of-year plan assets
- $5,214,500
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 23 | I | 20240731141435NAL0022407473001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $5,214,500
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,214,500
- Net assets (BOY)
- $4,849,879
Income & contributions
- Employer contributions
- $35,181
- Participant contributions
- $98,646
- Total income / additions
- $1,359,694
Expenses & distributions
- Benefits paid
- $994,648
- Administrative expenses
- $0
- Total expenses
- $995,073
- Net increase / (decrease)
- $364,621
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.