Weitz & Luxenberg, P.C. — 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, Weitz & Luxenberg, P.C. (EIN 13-3607351) 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
13-3607351
Location
New York, NY
Loaded plans
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$37,096,171
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$37,096,171

Contributions & income

Employer contributions
$972,544
Participant contributions
$2,283,693
Total income / additions
$8,478,681

Expenses & distributions

Benefits paid / distributions
$2,746,842
Total expenses
$2,857,049
Net increase / (decrease)
$5,621,632

Coverage

Total reported participants
1,177
Plans with financial statements
1
Plans with provider compensation
1

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

Weitz & Luxenberg, P.C. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Weitz & Luxenberg Employee Savings Plan001531$37,096,1712023
Weitz & Luxenberg, P.C. Chubb Add Plan502404not reported in the loaded dataset2023
Weitz & Luxenberg, P.C. Welfare Benefit Plan501242not reported in the loaded dataset2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Weitz & Luxenberg, P.C.
YearPlanParticipantsSchedulesFiling
2023Weitz & Luxenberg, P.C. Welfare Benefit Plan24220240724132539NAL0007468851001
2023Weitz & Luxenberg Employee Savings Plan531H, C20241010091514NAL0019859073001
2023Weitz & Luxenberg, P.C. Chubb Add Plan40420250617221734NAL0001013939001

Related Form 5500 pages