Pashman Stein 401(K) Plan — Form 5500 plan (Pashman & Stein, Pc)

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, Pashman Stein 401(K) Plan is a benefit plan reported by Pashman & Stein, Pc under EIN 22-3384189 and plan number 001. The latest loaded filing year is 2023. The filing reports 124 participants and $19,643,315 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pashman & Stein, Pc
EIN
22-3384189
Plan number
001
Plan type
2
Location
Hackensack, NJ
Latest filing year
2023
Participants
124
End-of-year plan assets
$19,643,315

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023124H, C20250107115907NAL0009283793001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$19,643,315
Net assets (EOY)
$19,643,315
Net assets (BOY)
$15,480,999

Income & contributions

Participant contributions
$1,490,950
Total contributions
$1,808,368
Total income / additions
$4,511,489

Expenses & distributions

Benefits paid
$308,700
Administrative expenses
$40,473
Total expenses
$349,173
Net increase / (decrease)
$4,162,316

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Raymond JamesINVESTMENT ADVISOR$20,500not reported in the loaded dataset2023
Adp, Inc.RECORD KEEPER$19,973$02023

Related Form 5500 pages