Herold Law, P.A. — 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, Herold Law, P.A. (EIN 22-2722238) is a plan sponsor located in Warren, NJ 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
22-2722238
Location
Warren, NJ
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$25,611,124
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$25,611,124

Contributions & income

Employer contributions
$333,009
Participant contributions
$332,283
Total income / additions
$5,667,030

Expenses & distributions

Benefits paid / distributions
$977,427
Total expenses
$1,026,653
Net increase / (decrease)
$4,640,377

Coverage

Total reported participants
49
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

Herold Law, P.A. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Herold Law Employees' Savings Plan00249$25,611,1242023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Herold Law, P.A.
YearPlanParticipantsSchedulesFiling
2023Herold Law Employees' Savings Plan49I20240911131914NAL0004289251001

Related Form 5500 pages