How many benefit plans does Westermann, Sheehy, Keenan, Samaan & Aydelott, Llp report on Form 5500?

Westermann, Sheehy, Keenan, Samaan & Aydelott, Llp (EIN 11-3440989) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Westermann, Sheehy, Keenan, Samaan & Aydelott, Llp?

The Employer Identification Number (EIN) reported for Westermann, Sheehy, Keenan, Samaan & Aydelott, Llp is 11-3440989.

What is the latest Form 5500 filing year for Westermann, Sheehy, Keenan, Samaan & Aydelott, Llp?

The latest loaded Form 5500 filing year for Westermann, Sheehy, Keenan, Samaan & Aydelott, Llp is 2023.

Westermann, Sheehy, Keenan, Samaan & Aydelott, Llp — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Westermann, Sheehy, Keenan, Samaan & Aydelott, Llp (EIN 11-3440989) is a plan sponsor located in East Meadow, NY with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 11-3440989
Location: East Meadow, NY
Loaded plans: 1
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $7,923,875
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $7,923,875

Contributions & income

Employer contributions: $120,000
Participant contributions: $278,102
Total income / additions: $1,393,825

Expenses & distributions

Benefits paid / distributions: $138,160
Total expenses: $138,273
Net increase / (decrease): $1,255,552

Coverage

Total reported participants: 35
Plans with financial statements: 1
Plans with provider compensation: 0

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Westermann, Sheehy, Keenan, Samaan & Aydelott, Llp plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Westermann, Sheehy, Keenan, Samaan & Aydelott, Llp 401(K) Profit Sharing Plan	001	35	$7,923,875	2023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Westermann, Sheehy, Keenan, Samaan & Aydelott, Llp
Year	Plan	Participants	Schedules	Filing
2023	Westermann, Sheehy, Keenan, Samaan & Aydelott, Llp 401(K) Profit Sharing Plan	35	I	20240822110750NAL0002538323001