Plan Ledger DOL Form 5500 · updated monthly

The Portopiccolo Group LLC401(k)

THE EMPLOYEES RETIREMENT PLAN · ENGLEWOOD CLIFFS, NJ · plan year 2019

Plan assets · 2019
$461K

The Portopiccolo Group LLC's 2019 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $461,196 across 47 participant accounts. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the under $1M size bracket, benchmarked here against 102 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in New Jersey (2,304th of 2,419), and 11,402nd of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$461,196
Participants with balances47
Active participants5,615
Employer contributions—
Employee contributions$64,196
Employer contribution per active participant—
Average account balance$9,813
Benefits paid to participants$1,000
Plan auditUnmodified (clean) audit opinion
AuditorBLATT & DAUMAN LLP
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Source: U.S. Department of Labor, Form 5500 series, EIN 824110263 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.