How many benefit plans does Windels Marx Lane & Mittendorf, Llp report on Form 5500?

Windels Marx Lane & Mittendorf, Llp (EIN 13-2773235) reports 3 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Windels Marx Lane & Mittendorf, Llp?

The Employer Identification Number (EIN) reported for Windels Marx Lane & Mittendorf, Llp is 13-2773235.

What is the latest Form 5500 filing year for Windels Marx Lane & Mittendorf, Llp?

The latest loaded Form 5500 filing year for Windels Marx Lane & Mittendorf, Llp is 2023.

Windels Marx Lane & Mittendorf, 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, Windels Marx Lane & Mittendorf, Llp (EIN 13-2773235) is a plan sponsor located in New York, NY with 3 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: 13-2773235
Location: New York, NY
Loaded plans: 3
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $95,280,653
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $95,280,653

Contributions & income

Employer contributions: $1,323,690
Participant contributions: $2,926,070
Total income / additions: $19,528,572

Expenses & distributions

Benefits paid / distributions: $2,945,937
Total expenses: $3,072,641
Net increase / (decrease): $16,455,931

Coverage

Total reported participants: 646
Plans with financial statements: 2
Plans with provider compensation: 2

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

Windels Marx Lane & Mittendorf, Llp plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Windels Marx Lane & Mittendorf, Llp Profit Sharing 401(K) Plan	002	274	$58,421,834	2023
Windels Marx Lane & Mittendorf, Llp Retirement Plan And Trust	001	154	$36,858,819	2023
Windels Marx Lane & Mittendorf, Llp Welfare Plan	501	218	not reported in the loaded dataset	2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Windels Marx Lane & Mittendorf, Llp
Year	Plan	Participants	Schedules	Filing
2023	Windels Marx Lane & Mittendorf, Llp Profit Sharing 401(K) Plan	274	H, C	20241013210500NAL0012650099001
2023	Windels Marx Lane & Mittendorf, Llp Retirement Plan And Trust	154	H, C	20241013211002NAL0012653059001
2023	Windels Marx Lane & Mittendorf, Llp Welfare Plan	218	—	20241015182205NAL0017035555001