Pkf O'Connor Davies, Llp 401(K) Savings & Retirement Plan — Form 5500 plan (Pkf O'Connor Davies, 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, Pkf O'Connor Davies, Llp 401(K) Savings & Retirement Plan is a benefit plan reported by Pkf O'Connor Davies, Llp under EIN 27-1728945 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,788 participants and $272,550,811 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pkf O'Connor Davies, Llp
EIN
27-1728945
Plan number
002
Plan type
2
Location
Harrison, NY
Latest filing year
2023
Participants
1,788
End-of-year plan assets
$272,550,811

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,788H, C20241015085941NAL0029076609001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$272,550,811
Total liabilities (EOY)
$0
Net assets (EOY)
$272,550,811
Net assets (BOY)
$212,457,778

Income & contributions

Employer contributions
$6,730,140
Participant contributions
$15,826,731
Total contributions
$24,304,520
Total income / additions
$72,211,917

Expenses & distributions

Benefits paid
$11,720,935
Administrative expenses
$397,949
Total expenses
$12,118,884
Net increase / (decrease)
$60,093,033

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ubs Financial Services IncINVESTMENT ADVISORY$212,958$02023
Futureplan By AscensusRECORDKEEPER$34,564$1,1692023
Transamerica Retirement SolutionsRECORDKEEPER$21,724$02023

Related Form 5500 pages